Position in BAM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$692,130
-$153,287 QoQ
Shares Held
15,571
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 78.49849078415002.ToString("F0")%
None 21.50150921584998.ToString("F0")%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Aviso Financial Inc. holds $89,134,847 across 4 Asset Management names. BAM ranks #3 (0.8% of the industry book) .
All Filings in BAM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $692,130 | 15,571 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $845,417 | 16,137 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $888,264 | 15,600 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,210,189 | 21,892 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,026,025 | 21,177 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,400,703 | 25,848 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,225,756 | 25,920 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $932,148 | 24,498 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||