BAKER BOYER NATIONAL BANK
BankPosition in BAM — Brookfield Asset Management Ltd.
CIK 1079398
WALLA WALLA, WA
Position in BAM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$233,220
+$2,080 QoQ
Shares Held
5,200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#435
of 619 holders
Holding Since
Dec 2025
3 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, 2026BAKER BOYER NATIONAL BANK holds $233,220 across 1 Asset Management name. BAM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAM |
Brookfield Asset Management Ltd.
This page
|
5,200 | $233,220 |
All Filings in BAM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,220 | 5,200 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $231,140 | 5,200 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $272,428 | 5,200 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||