Position in BAM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,369,201
+$1,155,272 QoQ
Shares Held
52,825
+93.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#217
of 619 holders
Holding Since
Dec 2022
8 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, 2026Cumberland Partners Ltd holds $14,043,168 across 4 Asset Management names. BAM ranks #3 (16.9% of the industry book) .
All Filings in BAM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,369,201 | 52,825 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $1,213,929 | 27,310 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,161,200 | 98,515 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $7,175,294 | 126,015 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $3,913,271 | 70,790 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $5,564,240 | 114,845 | Shares | Defined | 2025-05-09 | |
| 2023-03-31 | $572,600 | 17,500 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $494,901 | 17,262 | Shares | Defined | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||