Westerkirk Capital Inc.

Position in BAM — Brookfield Asset Management Ltd.

CIK 2080423 VICTORIA, A1

Position in BAM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$192,855

-$802,825 QoQ

Shares Held

4,300

-80.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#456

of 619 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Westerkirk Capital Inc. holds $4,362,397 across 5 Asset Management names. BAM ranks #5 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	2,425	$2,331,783
2	AMP	Ameriprise Financial Inc	1,764	$809,252
3	RJF	Raymond James Financial Inc	3,400	$516,902
4	TROW	Price T Rowe Group Inc	4,500	$511,605
5	BAM	Brookfield Asset Management Ltd. This page	4,300	$192,855

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$192,855	4,300	-80.8%	Shares	Sole	2026-08-10
2026-03-31	$995,680	22,400	+9.3%	Shares	Sole	2026-05-14
2025-12-31	$1,073,995	20,500	-5.1%	Shares	Sole	2026-02-11
2025-09-30	$1,229,904	21,600	-10.0%	Shares	Sole	2025-11-10
2025-06-30	$1,326,720	24,000	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.