Sequoia Financial Advisors, LLC

Position in BAM — Brookfield Asset Management Ltd.

CIK 1599900 Akron, OH

Position in BAM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$12,635,680

-$329,718 QoQ

Shares Held

281,732

-3.4% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#101

of 619 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $193,480,806 across 56 Asset Management names. BAM ranks #4 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	1,185,621	$50,495,598
2	BLK	BlackRock, Inc.	49,801	$47,886,649
3	BX	Blackstone Inc.	245,370	$28,872,687
4	BAM	Brookfield Asset Management Ltd. This page	281,732	$12,635,680
5	APO	Apollo Global Management, Inc.	75,576	$8,941,396
6	NTRS	Northern Trust Corp	22,309	$3,878,196
7	AMP	Ameriprise Financial Inc	7,978	$3,659,987
8	STT	State Street Corp	20,639	$3,500,374

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,635,680	281,732	-3.4%	Shares	Sole	2026-07-17
2026-03-31	$12,965,398	291,685	+0.8%	Shares	Sole	2026-04-30
2025-12-31	$15,163,237	289,430	+0.1%	Shares	Sole	2026-02-03
2025-09-30	$16,469,382	289,241	-0.4%	Shares	Sole	2025-10-29
2025-06-30	$16,058,618	290,496	+0.4%	Shares	Sole	2025-07-25
2025-03-31	$14,020,557	289,382	-14.9%	Shares	Sole	2025-04-23
2024-12-31	$18,421,782	339,948	+13.1%	Shares	Sole	2025-08-08
2024-09-30	$14,215,752	300,608	—	Shares	Sole	2024-10-21
No filing history on record for this holder in this stock.