TRUST CO OF VERMONT

Bank

Position in BAM — Brookfield Asset Management Ltd.

CIK 1134008 BRATTLEBORO, VT

Position in BAM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$25,205

-$30,852 QoQ

Shares Held

562

-47.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#513

of 619 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TRUST CO OF VERMONT holds $35,693,224 across 51 Asset Management names. BAM ranks #25 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	27,677	$26,613,096
2	TPG	TPG Inc.	63,601	$2,579,020
3	BN	BROOKFIELD Corp /ON/	42,372	$1,804,622
4	AMP	Ameriprise Financial Inc	3,108	$1,425,826
5	TROW	Price T Rowe Group Inc	8,071	$917,591
6	STT	State Street Corp	5,351	$907,529
7	BX	Blackstone Inc.	1,843	$216,865
8	KKR	KKR & Co. Inc.	1,316	$120,782

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,205	562	-47.5%	Shares	Sole	2026-08-07
2025-12-31	$56,057	1,070	0.0%	Shares	Sole	2026-01-16
2025-09-30	$60,925	1,070	0.0%	Shares	Sole	2025-10-14
2025-06-30	$59,149	1,070	+90.4%	Shares	Sole	2025-07-18
2025-03-31	$27,228	562	0.0%	Shares	Sole	2025-04-24
2024-12-31	$30,454	562	0.0%	Shares	Sole	2025-01-15
2024-09-30	$26,576	562	0.0%	Shares	Sole	2024-10-16
2024-06-30	$21,384	562	0.0%	Shares	Sole	2024-07-09
2024-03-31	$23,615	562	0.0%	Shares	Sole	2024-05-03
2023-12-31	$22,575	562	-81.2%	Shares	Sole	2024-03-08
2023-09-30	$99,886	2,996	-77.5%	Shares	Sole	2023-11-27
2023-06-30	$434,108	13,304	-29.5%	Shares	Sole	2023-07-17
2023-03-31	$617,426	18,870	-27.5%	Shares	Sole	2023-04-07
2022-12-31	$746,222	26,028	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.