Florida Trust Wealth Management Co

Position in BAM — Brookfield Asset Management Ltd.

CIK 1651023 SANIBEL, FL

Position in BAM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,905,043

-$48,650 QoQ

Shares Held

87,069

-2.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#167

of 619 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Florida Trust Wealth Management Co holds $63,360,875 across 12 Asset Management names. BAM ranks #2 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	1,162,657	$49,517,561
2	BAM	Brookfield Asset Management Ltd. This page	87,069	$3,905,043
3	BX	Blackstone Inc.	31,225	$3,674,245
4	KKR	KKR & Co. Inc.	20,730	$1,902,599
5	RJF	Raymond James Financial Inc	9,644	$1,466,177
6	AMP	Ameriprise Financial Inc	2,098	$962,477
7	ARES	Ares Management Corp	5,112	$569,016
8	APO	Apollo Global Management, Inc.	3,060	$362,028

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,905,043	87,069	-2.1%	Shares	Defined	2026-07-27
2026-03-31	$3,953,693	88,947	+1.8%	Shares	Defined	2026-05-15
2025-12-31	$4,577,680	87,377	-0.8%	Shares	Defined	2026-01-20
2025-09-30	$5,016,470	88,101	-0.8%	Shares	Defined	2025-10-29
2025-06-30	$4,911,627	88,850	-7.1%	Shares	Defined	2025-08-13
2025-03-31	$4,631,722	95,598	-2.1%	Shares	Defined	2025-04-15
2024-12-31	$5,291,165	97,641	-1.0%	Shares	Defined	2025-01-15
2024-09-30	$4,664,069	98,627	-3.3%	Shares	Defined	2024-10-08
2024-06-30	$3,882,812	102,045	-6.6%	Shares	Defined	2024-07-22
2024-03-31	$4,590,264	109,240	-3.2%	Shares	Defined	2024-05-21
2023-12-31	$4,532,340	112,829	—	Shares	Defined	2024-02-16
No filing history on record for this holder in this stock.