SKBA CAPITAL MANAGEMENT LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 932024
San Francisco, CA
Position in BAM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,271,770
-$941,684 QoQ
Shares Held
118,600
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026SKBA CAPITAL MANAGEMENT LLC holds $15,471,523 across 4 Asset Management names. BAM ranks #2 (34.1% of the industry book) .
All Filings in BAM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,271,770 | 118,600 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,213,454 | 118,600 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,813,574 | 102,100 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,722,616 | 139,700 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,768,465 | 139,700 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,602,857 | 140,300 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,781,386 | 143,400 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,456,370 | 143,400 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,081,302 | 144,724 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,813,563 | 144,724 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,909,681 | 147,261 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,805,126 | 147,261 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,820,997 | 147,341 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||