Sequoia Financial Advisors, LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 1599900
Akron, OH
Position in BAM
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$12,965,398
-$2,197,839 QoQ
Shares Held
291,685
+0.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Sequoia Financial Advisors, LLC holds $179,274,711 across 47 Asset Management names. BAM ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
1,212,503 | $49,069,996 | |
| 2 | BLK |
BlackRock, Inc.
|
47,403 | $45,587,939 | |
| 3 | BX |
Blackstone Inc.
|
233,387 | $26,837,171 | |
| 4 | BAM |
Brookfield Asset Management Ltd.
This page
|
291,685 | $12,965,398 | |
| 5 | APO |
Apollo Global Management, Inc.
|
73,615 | $8,202,183 | |
| 6 | AMP |
Ameriprise Financial Inc
|
8,715 | $3,872,946 | |
| 7 | NTRS |
Northern Trust Corp
|
21,188 | $2,957,209 | |
| 8 | JHG |
Janus Henderson Group Ltc.
|
52,798 | $2,712,233 |
All Filings in BAM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,965,398 | 291,685 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $15,163,237 | 289,430 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $16,469,382 | 289,241 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $16,058,618 | 290,496 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $14,020,557 | 289,382 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $18,421,782 | 339,948 | 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. | ||||||