BERKSHIRE ASSET MANAGEMENT LLC/PA
Position in BAM — Brookfield Asset Management Ltd.
CIK 949012
WILKES BARRE, PA
Position in BAM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$267,978
+$4,568 QoQ
Shares Held
5,975
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#413
of 618 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BERKSHIRE ASSET MANAGEMENT LLC/PA holds $531,445 across 2 Asset Management names. BAM ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAM |
Brookfield Asset Management Ltd.
This page
|
5,975 | $267,978 | |
| 2 | RJF |
Raymond James Financial Inc
|
1,733 | $263,467 |
All Filings in BAM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,978 | 5,975 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $263,410 | 5,926 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $307,843 | 5,876 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $331,561 | 5,823 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $320,015 | 5,789 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $278,829 | 5,755 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||