Position in BAM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$16,510,685
-$788,702 QoQ
Shares Held
371,444
+12.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 5.10413413596666.ToString("F0")%
Shared 94.8455218014021.ToString("F0")%
None 0.050344062631244545.ToString("F0")%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Fiera Capital Corp holds $162,189,337 across 73 Asset Management names. BAM ranks #2 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQH |
Equitable Holdings, Inc.
|
694,016 | $25,754,933 | |
| 2 | BAM |
Brookfield Asset Management Ltd.
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|
371,444 | $16,510,685 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
322,276 | $13,042,509 | |
| 4 | AMP |
Ameriprise Financial Inc
|
20,340 | $9,039,095 | |
| 5 | MHD |
Blackrock Muniholdings Fund, Inc.
|
322,991 | $3,643,338 | |
| 6 | MYN |
Blackrock Muniyield New York Quality Fund, Inc.
|
293,551 | $2,818,089 | |
| 7 | SABA |
Saba Capital Income & Opportunities Fund II
|
320,066 | $2,662,949 | |
| 8 | NAD |
Nuveen Quality Municipal Income Fund
|
221,624 | $2,548,676 |
All Filings in BAM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,510,685 | 371,444 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $17,299,387 | 330,204 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $10,518,411 | 184,728 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,391,780 | 151,805 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $6,355,380 | 131,174 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,170,592 | 95,416 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,279,939 | 69,358 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $1,502,061 | 39,476 | Shares | Sole | 2024-10-31 | |
| 2024-03-31 | $1,293,290 | 30,778 | Shares | Other | 2024-08-22 | |
| 2023-12-31 | $612,551 | 15,249 | Shares | Sole | 2024-08-22 | |
| 2023-09-30 | $3,455,423 | 103,642 | Shares | Sole | 2024-08-22 | |
| 2023-06-30 | $3,073,484 | 94,192 | Shares | Other | 2023-08-09 | |
| 2023-03-31 | $48,950,395 | 1,496,039 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $44,222,499 | 1,542,466 | Shares | Other | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||