Rothwell Investment Advisors, LLC’s Brookfield Asset Management BAM Stock Holding History

Rothwell Investment Advisors, 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	$3.03K	Buy	+68	New	+$3.32K	﹤0.01%	992

Other funds holding BAM

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BAM Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Brookfield Asset Management (BAM) in Q3 2026: 68 shares worth $3.03K. The stake represents ﹤0.01% of the portfolio and ranks #992 among its holdings.

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

Rothwell Investment Advisors, LLC held 68 shares of Brookfield Asset Management worth $3.03K as of Q3 2026.
Brookfield Asset Management was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Brookfield Asset Management made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #992 holding.
302 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.