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Brightsphere Investment Group shares owned by Caldwell Investment Management

Quarter-by-quarter ownership of Brightsphere Investment Group (AAMI) shares owned by Caldwell Investment Management from 13F filings

Historical chart of Caldwell Investment Management investment in Brightsphere Investment Group

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All positions including Brightsphere Investment Group held by Caldwell Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brightsphere Investment Group by Caldwell Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 18k 71.47

More positions owned by Caldwell Investment Management

CBOE Holdings (CBOE)
Miami Intl Hldgs (MIAX)
Bank of America Corporation (BAC)
Kkr & Co (KKR)
Intercontinental Exchange (ICE)
Enerflex (EFXT)
Manulife Finl Corp (MFC)
Electrovaya Com New (ELVA)
Amazon (AMZN)
Cenovus Energy (CVE)
Ats (ATS)
Visa Com Cl A (V)
Applied Materials (AMAT)
Vertiv Holdings Com Cl A (VRT)
JPMorgan Chase & Co. (JPM)

View all positions for Caldwell Investment Management

Top funds holding Brightsphere Investment Group

Paulson & Co
BlackRock
Jennison Associates
Invesco
Empyrean Capital Partners
State Street Corporation
Vanguard Capital Management
Geode Capital Management
Dimensional Fund Advisors
Woodline Partners
Vanguard Portfolio Management
Driehaus Capital Management
Soros Fund Management
Nuveen
Federated Investors

View all funds holding Brightsphere Investment Group