WOODMONT INVESTMENT COUNSEL LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 1133653
NASHVILLE, TN
Position in BAM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,809,192
+$97,473 QoQ
Shares Held
174,118
+0.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#131
of 619 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WOODMONT INVESTMENT COUNSEL LLC holds $9,780,696 across 5 Asset Management names. BAM ranks #1 (79.8% of the industry book) .
All Filings in BAM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,809,192 | 174,118 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,711,719 | 173,492 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,380,598 | 140,878 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,478,898 | 131,347 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,160,584 | 129,533 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,781,877 | 119,337 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||