Azimuth Capital Investment Management LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 1942364
BLOOMFIELD HILLS, MI
Position in BAM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,123,867
-$126,130 QoQ
Shares Held
91,948
-3.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#163
of 619 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Azimuth Capital Investment Management LLC holds $23,695,040 across 4 Asset Management names. BAM ranks #3 (17.4% of the industry book) .
All Filings in BAM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,123,867 | 91,948 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,249,997 | 95,613 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,869,231 | 92,942 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,246,053 | 92,133 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,031,475 | 91,018 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,133,786 | 167,880 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,162,250 | 187,530 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,950,578 | 189,270 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,374,280 | 193,805 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,060,066 | 191,815 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,898,819 | 97,058 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,290,357 | 98,691 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,179,760 | 97,449 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,177,799 | 97,121 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $662,850 | 23,120 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||