Ancora Advisors LLC

Position in BAM — Brookfield Asset Management Ltd.

CIK 1446114 Cleveland, OH

Position in BAM

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

Position Value

$994,952

-$35,087 QoQ

Shares Held

22,184

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#267

of 611 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Financial Services · as of Jun 30, 2026

Ancora Advisors LLC holds $27,846,776 across 37 Asset Management names. BAM ranks #6 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	347,907	$10,496,354
2	RJF	Raymond James Financial Inc	42,992	$6,536,073
3	KKR	KKR & Co. Inc.	42,298	$3,882,109
4	GDL	Gdl Fund	148,158	$1,254,898
5	ADX	Adams Diversified Equity Fund, Inc.	40,046	$1,023,175
6	BAM	Brookfield Asset Management Ltd. This page	22,184	$994,952
7	AMP	Ameriprise Financial Inc	1,603	$735,392
8	TPG	TPG Inc.	13,000	$527,150

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$994,952	22,184	-4.3%	Shares	Sole	2026-08-14
2026-03-31	$1,030,039	23,173	-0.6%	Shares	Sole	2026-05-15
2025-12-31	$1,220,791	23,302	+1.1%	Shares	Sole	2026-02-17
2025-09-30	$1,312,239	23,046	-1.6%	Shares	Sole	2025-11-14
2025-06-30	$1,294,547	23,418	-1.7%	Shares	Sole	2025-08-14
2025-03-31	$1,154,272	23,824	+0.2%	Shares	Sole	2025-05-15
2024-12-31	$1,288,746	23,782	-0.5%	Shares	Sole	2025-02-14
2024-09-30	$1,130,562	23,907	+1.8%	Shares	Sole	2024-11-14
2024-06-30	$893,337	23,478	+0.3%	Shares	Sole	2024-08-14
2024-03-31	$983,225	23,399	+6.5%	Shares	Sole	2024-05-16
2023-12-31	$882,213	21,962	+0.2%	Shares	Sole	2024-02-14
2023-09-30	$730,645	21,915	+12.2%	Shares	Sole	2023-11-14
2023-06-30	$637,524	19,538	+4.4%	Shares	Sole	2023-08-14
2023-03-31	$612,582	18,722	+9.0%	Shares	Sole	2023-05-16
2022-12-31	$492,607	17,182	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.