Position in SII
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$314,130
+$23,329 QoQ
Shares Held
2,796
+37.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#151
of 235 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SII Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Baron Wealth Management LLC holds $1,286,403 across 4 Asset Management names. SII ranks #2 (24.4% of the industry book) .
All Filings in SII
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,130 | 2,796 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $290,801 | 2,035 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||