Bawa N Mallick Trust
All 13F Filings
- Location
- Forest Hills, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 309,081
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 78 | 309,081 | 13F-HR | Bawa N Mallick Trust |
| Q1 2026 | 5/15/2026 | 69 | 244,163 | 13F-HR | Bawa N Mallick Trust |
| Q4 2025 | 3/12/2026 | 73 | 269,281 | 13F-HR | Bawa N Mallick Trust |
| Q3 2025 | 3/12/2026 | 74 | 264,270 | 13F-HR | Bawa N Mallick Trust |
| Q2 2025 | 3/12/2026 | 67 | 242,083 | 13F-HR | Bawa N Mallick Trust |
| Q1 2025 | 3/12/2026 | 65 | 211,283 | 13F-HR | Bawa N Mallick Trust |
| Q4 2024 | 3/12/2026 | 68 | 227,832 | 13F-HR | Bawa N Mallick Trust |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.95 K | 5.5% | 4.94 K | 0 | 4.94 K |
| ETFs | 291.9 K | 94.4% | 59.76 K | 0 | 59.76 K |
| Debt | 218 | 0.1% | 218 | 0 | 218 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
309,081
Holdings
78
QoQ value change ($000)
64,918
(26.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.