SeaBridge Investment Advisors LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 1304229
SUMMIT, NJ
Position in BAM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$204,740
-$30,356 QoQ
Shares Held
4,565
-13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#453
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, 2026SeaBridge Investment Advisors LLC holds $204,740 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
|
4,565 | $204,740 |
All Filings in BAM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,740 | 4,565 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $235,096 | 5,289 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $275,885 | 5,266 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||