BURKETT FINANCIAL SERVICES, LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 1762716
ROCK HILL, SC
Position in BAM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$7,445
New position
Shares Held
166
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#549
of 619 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026BURKETT FINANCIAL SERVICES, LLC holds $167,917 across 6 Asset Management names. BAM ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
2,491 | $100,212 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
543 | $23,126 | |
| 3 | KKR |
KKR & Co. Inc.
|
182 | $16,703 | |
| 4 | PFG |
Principal Financial Group Inc
|
140 | $15,089 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
This page
|
166 | $7,445 | |
| 6 | ARES |
Ares Management Corp
|
48 | $5,342 |
All Filings in BAM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,445 | 166 | Shares | Sole | 2026-07-02 | |
| No filing history on record for this holder in this stock. | ||||||