Stamos Capital Partners, L.P.
Position in BAM — Brookfield Asset Management Ltd.
CIK 1705399
Menlo Park, CA
Position in BAM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$517,793
+$213,267 QoQ
Shares Held
11,545
+68.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#344
of 619 holders
Holding Since
Mar 2025
5 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, 2026Stamos Capital Partners, L.P. holds $19,830,536 across 5 Asset Management names. BAM ranks #4 (2.6% of the industry book) .
All Filings in BAM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,793 | 11,545 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $304,526 | 6,851 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $280,998 | 4,935 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $753,245 | 13,626 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $391,863 | 8,088 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||