Position in BAM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,822,434
+$700,116 QoQ
Shares Held
40,634
+60.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#228
of 619 holders
Holding Since
Dec 2024
7 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, 2026Avanza Fonder AB holds $54,800,460 across 14 Asset Management names. BAM ranks #10 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
13,330 | $12,817,594 | |
| 2 | BX |
Blackstone Inc.
|
58,852 | $6,925,114 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
160,199 | $6,822,875 | |
| 4 | KKR |
KKR & Co. Inc.
|
48,592 | $4,459,773 | |
| 5 | STT |
State Street Corp
|
26,271 | $4,455,560 | |
| 6 | APO |
Apollo Global Management, Inc.
|
37,286 | $4,411,306 | |
| 7 | AMP |
Ameriprise Financial Inc
|
8,835 | $4,053,144 | |
| 8 | NTRS |
Northern Trust Corp
|
19,114 | $3,322,777 |
All Filings in BAM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,822,434 | 40,634 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,122,318 | 25,249 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,322,795 | 25,249 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,437,678 | 25,249 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,395,764 | 25,249 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,223,314 | 25,249 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $997,096 | 18,400 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||