Back to MORN
BAMCO INC /NY/ MORN Position History
Morningstar, Inc. • Financial Services
Quarters held
5
Latest value
$545.9M
Q2 2026
Peak value
$545.9M
First seen
Q2 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2022 | $279.4M |
| Q3 2022 | $244.3M |
| Q4 2022 | $245.5M |
| Q1 2026 | $128.4M |
| Q2 2026 | $545.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $545.9M | 3.50M | — | — |
| Q1 2026 | $128.4M | 759.5K | — | — |
| Q4 2022 | $245.5M | 1.13M | — | — |
| Q3 2022 | $244.3M | 1.15M | — | — |
| Q2 2022 | $279.4M | 1.16M | — | — |
Other funds holding MORN
$449.3M
$388.4M
$364.8M
$231.7M
$224.8M
$201.7M
$162.5M
$145.3M