GUARDIAN CAPITAL LP

Position in BAM — Brookfield Asset Management Ltd.

CIK 1224324 TORONTO, A6

Position in BAM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$22,976,520

+$7,034,706 QoQ

Shares Held

512,297

+42.8% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#75

of 619 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GUARDIAN CAPITAL LP holds $164,946,281 across 2 Asset Management names. BAM ranks #2 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BN	BROOKFIELD Corp /ON/	3,333,406	$141,969,761
2	BAM	Brookfield Asset Management Ltd. This page	512,297	$22,976,520

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,976,520	512,297	+42.8%	Shares	Sole	2026-08-14
2026-03-31	$15,941,814	358,646	+781.2%	Shares	Sole	2026-05-15
2025-12-31	$2,132,325	40,701	+14.3%	Shares	Sole	2026-02-18
2025-09-30	$2,027,120	35,601	-7.8%	Shares	Sole	2025-11-12
2025-06-30	$2,133,863	38,601	0.0%	Shares	Sole	2025-08-07
2025-03-31	$1,870,218	38,601	-9.2%	Shares	Sole	2025-05-14
2024-12-31	$2,303,129	42,501	-3.0%	Shares	Sole	2025-02-14
2024-09-30	$2,071,349	43,801	-22.3%	Shares	Sole	2024-11-12
2024-06-30	$2,146,058	56,401	-7.3%	Shares	Sole	2024-08-13
2024-03-31	$2,556,959	60,851	-7.7%	Shares	Sole	2024-05-14
2023-12-31	$2,649,211	65,950	-2.9%	Shares	Sole	2024-02-08
2023-09-30	$2,265,453	67,950	-28.3%	Shares	Sole	2023-11-13
2023-06-30	$3,091,268	94,737	+39.3%	Shares	Sole	2023-08-14
2023-03-31	$2,225,090	68,004	-0.4%	Shares	Sole	2023-05-15
2022-12-31	$1,958,304	68,305	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.