Birchwood Financial Partners, Inc.
Position in BAM — Brookfield Asset Management Ltd.
CIK 2110062
BLOOMINGTON, MN
Position in BAM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$93,433
-$16,690 QoQ
Shares Held
2,102
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Birchwood Financial Partners, Inc. holds $1,031,642 across 6 Asset Management names. BAM ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
12,528 | $507,008 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
6,095 | $216,006 | |
| 3 | BAM |
Brookfield Asset Management Ltd.
This page
|
2,102 | $93,433 | |
| 4 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
3,640 | $89,362 | |
| 5 | HPI |
John Hancock Preferred Income Fund
|
4,599 | $72,158 | |
| 6 | GAM |
General American Investors Co Inc
|
918 | $53,675 |
All Filings in BAM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $93,433 | 2,102 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $110,123 | 2,102 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||