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Accredited Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$4.04K Buy
371
+300
+423% +$17.8K ﹤0.01% 331
2025
Q2 		$3.92K Hold
71
– – ﹤0.01% 330
2025
Q1 		$3.44K Buy
+71
New +$3.87K ﹤0.01% 315

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Accredited Wealth Management's BAM Position: Q3 2025 in Review

Accredited Wealth Management increased its Brookfield Asset Management (BAM) stake by 423% in Q3 2025, buying an estimated $17.8K and bringing the position to 371 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Accredited Wealth Management first reported a position in BAM in Q1 2025 and has held it in 3 quarters since. 587 funds tracked by Wall St. Rank hold BAM as of Q3 2025.

  • Accredited Wealth Management held 371 shares of Brookfield Asset Management worth $4.04K as of Q3 2025.
  • Accredited Wealth Management bought 300 Brookfield Asset Management shares in Q3 2025, an estimated $17.8K.
  • Brookfield Asset Management made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #331 holding.
  • Accredited Wealth Management first reported a position in Brookfield Asset Management in Q1 2025 and has held it in 3 quarters since.
  • 587 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.