Guardian Partners Inc.

Position in BAM — Brookfield Asset Management Ltd.

CIK 1884799 TORONTO, Z4

Position in BAM

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$15,184,564

-$2,644,538 QoQ

Shares Held

341,610

+0.4% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

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

Financial Services · as of Mar 31, 2026

Guardian Partners Inc. holds $39,571,832 across 5 Asset Management names. BAM ranks #2 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	508,806	$20,591,378
2	BAM	Brookfield Asset Management Ltd. This page	341,610	$15,184,564
3	PHYS	Sprott Physical Gold Trust	85,261	$3,021,649
4	BLK	BlackRock, Inc.	591	$568,370
5	ARES	Ares Management Corp	1,887	$205,871

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,184,564	341,610	+0.4%	Shares	Sole	2026-05-18
2025-12-31	$17,829,102	340,315	+10.0%	Shares	Sole	2026-02-17
2025-09-30	$17,609,492	309,264	-1.8%	Shares	Sole	2025-11-13
2025-06-30	$17,405,792	314,866	-0.7%	Shares	Sole	2025-08-07
2025-03-31	$15,367,225	317,177	-1.6%	Shares	Sole	2025-05-16
2024-12-31	$17,459,530	322,191	—	Shares	Sole	2025-02-11
No filing history on record for this holder in this stock.