Vanguard Personalized Indexing Management, LLC

Position in BAM — Brookfield Asset Management Ltd.

CIK 1767306 OAKLAND, CA

Position in BAM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,532,210

+$154,972 QoQ

Shares Held

34,163

+10.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#240

of 619 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Financial Services · as of Jun 30, 2026

Vanguard Personalized Indexing Management, LLC holds $115,975,066 across 36 Asset Management names. BAM ranks #19 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	23,708	$22,796,664
2	STT	State Street Corp	66,812	$11,331,315
3	BX	Blackstone Inc.	93,510	$11,003,321
4	AMP	Ameriprise Financial Inc	21,320	$9,780,763
5	TROW	Price T Rowe Group Inc	65,786	$7,479,210
6	APO	Apollo Global Management, Inc.	44,968	$5,320,164
7	RJF	Raymond James Financial Inc	31,822	$4,837,898
8	NTRS	Northern Trust Corp	27,562	$4,791,378

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,532,210	34,163	+10.3%	Shares	Sole	2026-08-11
2026-03-31	$1,377,238	30,984	-9.6%	Shares	Sole	2026-05-14
2025-12-31	$1,795,876	34,279	-1.2%	Shares	Sole	2026-02-13
2025-09-30	$1,975,248	34,690	+4.0%	Shares	Sole	2025-10-31
2025-06-30	$1,844,251	33,362	+22.9%	Shares	Sole	2025-07-25
2025-03-31	$1,315,078	27,143	+24.0%	Shares	Sole	2025-05-14
2024-12-31	$1,185,893	21,884	+0.3%	Shares	Sole	2025-02-10
2024-09-30	$1,032,246	21,828	+21.1%	Shares	Sole	2024-11-12
2024-06-30	$685,927	18,027	+24.0%	Shares	Sole	2024-08-12
2024-03-31	$610,886	14,538	+7.5%	Shares	Sole	2024-05-09
2023-12-31	$543,379	13,527	+24.9%	Shares	Sole	2024-02-08
2023-09-30	$361,038	10,829	+20.9%	Shares	Sole	2023-11-08
2023-06-30	$292,266	8,957	—	Shares	Sole	2023-07-28
No filing history on record for this holder in this stock.