NICOLA WEALTH MANAGEMENT LTD.

Position in BAM — Brookfield Asset Management Ltd.

CIK 1734493 VANCOUVER, A1

Position in BAM

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$19,280,543

+$6,090,942 QoQ

Shares Held

433,758

+72.3% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

2.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

NICOLA WEALTH MANAGEMENT LTD. holds $27,304,843 across 2 Asset Management names. BAM ranks #1 (70.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BAM	Brookfield Asset Management Ltd. This page	433,758	$19,280,543
2	AMG	Affiliated Managers Group, Inc.	29,000	$8,024,300

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,280,543	433,758	+72.3%	Shares	Sole	2026-05-07
2025-12-31	$13,189,601	251,758	+16.3%	Shares	Sole	2026-02-09
2025-09-30	$12,330,812	216,558	+115.4%	Shares	Sole	2025-10-31
2025-06-30	$5,558,846	100,558	-25.3%	Shares	Sole	2025-08-11
2025-03-31	$6,519,335	134,558	-38.5%	Shares	Sole	2025-06-06
2024-12-31	$11,849,077	218,658	-18.5%	Shares	Sole	2025-02-06
2024-09-30	$12,690,649	268,358	-4.0%	Shares	Sole	2024-11-06
2024-06-30	$10,637,181	279,558	0.0%	Shares	Sole	2024-07-31
2024-03-31	$11,747,027	279,558	-19.4%	Shares	Sole	2024-05-10
2023-12-31	$13,937,302	346,958	-14.7%	Shares	Sole	2024-02-08
2023-09-30	$13,561,878	406,775	+17.8%	Shares	Sole	2023-11-14
2023-06-30	$11,269,586	345,375	+18.5%	Shares	Sole	2023-08-10
2023-03-31	$9,537,062	291,475	+68.5%	Shares	Sole	2023-05-10
2022-12-31	$4,959,451	172,984	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.