CX Institutional

SEC CIK: 0001737089
Latest filing: Oct 2, 2026

SEC filings (opens in a new tab)

BAM holding history

Brookfield Asset Management Ltd. in every 13F filed by CX Institutional, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAM overview All 13F holders of BAM Full Q3 2026 holdings

Shares (Q3 2026): 151
Value: $7.00K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2026

Holdings of BAM by CX Institutional, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2026	151	$7.00K	<0.1%	+94+164.9%	Added	Holders
Q2 2026	57	$3.00K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	57	$3.00K	<0.1%	+57	New	Holders