Superior Planning, LLC’s Brookfield Asset Management BAM Stock Holding History

Superior Planning, LLC’s Portfolio BAM Stock Details BAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.87K	Buy	+154	New	+$7.52K	﹤0.01%	1081

Other funds holding BAM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Superior Planning, LLC's BAM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Brookfield Asset Management (BAM) in Q3 2026: 154 shares worth $6.87K. The stake represents ﹤0.01% of the portfolio and ranks #1081 among its holdings.

436 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

Superior Planning, LLC held 154 shares of Brookfield Asset Management worth $6.87K as of Q3 2026.
Brookfield Asset Management was a new Superior Planning, LLC position in Q3 2026.
Brookfield Asset Management made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1081 holding.
436 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.