SUSQUEHANNA ADVISORS GROUP, INC.
Position in BAM — Brookfield Asset Management Ltd.
CIK 1444949
BALA CYNWYD, PA
Position in BAM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,244,314
+$1,132,997 QoQ
Shares Held
72,337
+79.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#185
of 619 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SUSQUEHANNA ADVISORS GROUP, INC. holds $5,269,359 across 3 Asset Management names. BAM ranks #1 (61.6% of the industry book) .
All Filings in BAM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,244,314 | 72,337 | Shares | Other | 2026-08-14 | |
| 2025-12-31 | $2,111,317 | 40,300 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,294,682 | 40,300 | Shares | Other | 2025-11-14 | |
| 2025-03-31 | $7,782,862 | 160,637 | Shares | Other | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||