MONTRUSCO BOLTON INVESTMENTS INC.
Position in BAM — Brookfield Asset Management Ltd.
CIK 1475940
MONTREAL, A8
Position in BAM
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$15,352,185
-$1,511,998 QoQ
Shares Held
345,381
+7.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MONTRUSCO BOLTON INVESTMENTS INC. holds $56,370,166 across 3 Asset Management names. BAM ranks #2 (27.2% of the industry book) .
All Filings in BAM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,352,185 | 345,381 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $16,864,183 | 321,897 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $18,750,114 | 329,296 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,325,691 | 313,417 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $20,455,347 | 422,195 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $28,124,935 | 519,006 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $31,780,487 | 672,034 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $67,744,410 | 1,780,405 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $60,755,457 | 1,445,870 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $50,527,713 | 1,257,847 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $56,296,757 | 1,688,565 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $16,190,027 | 496,170 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $25,987,761 | 794,247 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $23,347,729 | 814,361 | Shares | Sole | 2023-01-27 | |
| No filing history on record for this holder in this stock. | ||||||