Position in SII
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$45,501
-$12,373 QoQ
Shares Held
405
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#200
of 235 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SII Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Plato Investment Management Ltd holds $14,267,414 across 12 Asset Management names. SII ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,645 | $3,504,886 | |
| 2 | AMP |
Ameriprise Financial Inc
|
6,249 | $2,866,791 | |
| 3 | STT |
State Street Corp
|
13,231 | $2,243,977 | |
| 4 | BX |
Blackstone Inc.
|
11,761 | $1,383,916 | |
| 5 | APO |
Apollo Global Management, Inc.
|
10,945 | $1,294,902 | |
| 6 | PFG |
Principal Financial Group Inc
|
9,747 | $1,050,531 | |
| 7 | TROW |
Price T Rowe Group Inc
|
8,495 | $965,796 | |
| 8 | RJF |
Raymond James Financial Inc
|
4,559 | $693,104 |
All Filings in SII
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,501 | 405 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $57,874 | 405 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||