Position in STEW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,594,942
-$224,602 QoQ
Shares Held
151,751
-0.2% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 125 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in STEW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $6,819,180,783 across 459 Asset Management names. STEW ranks #210 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,476,370 | $2,381,549,791 | |
| 2 | BX |
Blackstone Inc.
|
5,566,780 | $640,124,029 | |
| 3 | KKR |
KKR & Co. Inc.
|
2,250,298 | $208,152,564 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
4,261,697 | $172,470,875 | |
| 5 | APO |
Apollo Global Management, Inc.
|
1,381,789 | $153,958,929 | |
| 6 | ARCC |
Ares Capital Corp
|
4,486,606 | $80,848,639 | |
| 7 | HLNE |
Hamilton Lane INC
|
646,104 | $64,222,737 | |
| 8 | RJF |
Raymond James Financial Inc
|
438,477 | $63,487,082 |
All Filings in STEW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,594,942 | 151,751 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,819,544 | 152,079 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,732,769 | 205,549 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,695,808 | 209,039 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,449,206 | 199,954 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,930,490 | 182,927 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,542,093 | 160,892 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,378,459 | 163,468 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,474,026 | 164,278 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,349,855 | 169,420 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,098,515 | 161,673 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,153,802 | 162,184 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $2,282,654 | 185,884 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,549,930 | 200,782 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,717,771 | 341,707 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,653,484 | 389,413 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,822,287 | 392,602 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,393,718 | 379,572 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,070,384 | 386,757 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,096,293 | 376,388 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,128,677 | 407,685 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,487,062 | 492,555 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $4,934,920 | 493,492 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $4,522,315 | 480,076 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,600,972 | 391,410 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||