TRITONPOINT WEALTH, LLC

Position in BAM — Brookfield Asset Management Ltd.

CIK 2008171 CHEVY CHASE, MD

Position in BAM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,904,755

+$14,839 QoQ

Shares Held

64,766

-0.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#197

of 619 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TRITONPOINT WEALTH, LLC holds $13,455,184 across 6 Asset Management names. BAM ranks #2 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	4,553	$4,377,982
2	BAM	Brookfield Asset Management Ltd. This page	64,766	$2,904,755
3	BX	Blackstone Inc.	23,613	$2,778,541
4	BN	BROOKFIELD Corp /ON/	57,388	$2,444,154
5	AB	Alliancebernstein Holding L.P.	14,466	$509,492
6	CG	Carlyle Group Inc.	10,455	$440,260

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,904,755	64,766	-0.4%	Shares	Sole	2026-08-11
2026-03-31	$2,889,916	65,015	+1.6%	Shares	Sole	2026-04-21
2025-12-31	$3,351,650	63,975	-11.7%	Shares	Sole	2026-01-20
2025-09-30	$4,124,107	72,429	-1.8%	Shares	Sole	2025-10-15
2025-06-30	$4,075,683	73,728	-2.6%	Shares	Sole	2025-07-17
2025-03-31	$3,667,083	75,688	-0.9%	Shares	Sole	2025-04-16
2024-12-31	$4,139,248	76,384	-7.7%	Shares	Sole	2025-01-24
2024-09-30	$3,914,949	82,786	+4.3%	Shares	Sole	2024-10-28
2024-06-30	$3,021,284	79,403	+1.5%	Shares	Sole	2024-08-12
2024-03-31	$3,285,711	78,194	+0.4%	Shares	Sole	2024-04-25
2023-12-31	$3,128,158	77,873	—	Shares	Sole	2024-01-24
No filing history on record for this holder in this stock.