Position in CWD
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$41,122
New position
Shares Held
35,759
first reported quarter
Ownership
0.405%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Mar 31, 2026VANGUARD FIDUCIARY TRUST CO holds $4,624,966,886 across 65 Asset Management names. CWD ranks #62 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
809,867 | $778,857,192 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
18,611,003 | $753,187,291 | |
| 3 | BX |
Blackstone Inc.
|
4,310,130 | $495,621,848 | |
| 4 | KKR |
KKR & Co. Inc.
|
3,871,966 | $358,156,855 | |
| 5 | APO |
Apollo Global Management, Inc.
|
2,602,884 | $290,013,335 | |
| 6 | AMP |
Ameriprise Financial Inc
|
525,584 | $233,569,529 | |
| 7 | STT |
State Street Corp
|
1,559,386 | $197,355,892 | |
| 8 | BAM |
Brookfield Asset Management Ltd.
|
3,426,472 | $152,306,680 |
All Filings in CWD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,122 | 35,759 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||