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Arax Advisory Partners

Position in BAM — Brookfield Asset Management Ltd.

CIK 1586767 DENVER, CO

Position in BAM

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$445,495
+$351,528 QoQ
Shares Held
9,933
+369.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#360
of 619 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority Sole 91% Shared 0% None 9%

Common Shares in BAM Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Arax Advisory Partners holds $188,040,042 across 224 Asset Management names. BAM ranks #55 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in BAM

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $445,495 9,933
2026-03-31 $93,967 2,114
2025-12-31 $125,264 2,391
2025-09-30 $284,529 4,997
2025-06-30 $38,364 694
2025-03-31 $32,364 668
2023-03-31 $130 4
2022-12-31 $114 4