Stone House Investment Management, LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 1696497
TUNKHANNOCK, PA
Position in BAM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$75,168
+$75,124 QoQ
Shares Held
1,676
+167500.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#475
of 619 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Stone House Investment Management, LLC holds $236,608 across 18 Asset Management names. BAM ranks #1 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAM |
Brookfield Asset Management Ltd.
This page
|
1,676 | $75,168 | |
| 2 | BLK |
BlackRock, Inc.
|
72 | $69,232 | |
| 3 | BX |
Blackstone Inc.
|
299 | $35,183 | |
| 4 | JHG |
Janus Henderson Group Ltd.
|
267 | $13,870 | |
| 5 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
267 | $10,426 | |
| 6 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
144 | $7,757 | |
| 7 | IVZ |
Invesco Ltd.
|
223 | $5,884 | |
| 8 | TY |
TRI-CONTINENTAL Corp
|
151 | $5,197 |
All Filings in BAM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,168 | 1,676 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $44 | 1 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $52 | 1 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $16,227 | 285 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $15,754 | 285 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $18,653 | 385 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $2,411 | 51 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,940 | 51 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,143 | 51 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,008 | 50 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||