Position in BAM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$389,115
-$32,834 QoQ
Shares Held
8,754
+8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Carson Advisory Inc. holds $7,230,575 across 11 Asset Management names. BAM ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NZF |
Nuveen Municipal Credit Income Fund
|
134,230 | $1,634,921 | |
| 2 | SBI |
Western Asset Intermediate Muni Fund Inc.
|
168,597 | $1,294,824 | |
| 3 | BX |
Blackstone Inc.
|
9,719 | $1,117,587 | |
| 4 | CG |
Carlyle Group Inc.
|
19,226 | $930,346 | |
| 5 | APO |
Apollo Global Management, Inc.
|
4,460 | $496,933 | |
| 6 | MMU |
Western Asset Managed Municipals Fund Inc.
|
39,604 | $407,129 | |
| 7 | BAM |
Brookfield Asset Management Ltd.
This page
|
8,754 | $389,115 | |
| 8 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
41,561 | $313,369 |
All Filings in BAM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $389,115 | 8,754 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $421,949 | 8,054 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $458,423 | 8,051 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $445,004 | 8,050 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $370,642 | 7,650 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||