AlphaCore Capital’s Brookfield Asset Management BAM Stock Holding History

AlphaCore Capital’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	$224K	Buy	+5,021	New	+$245K	﹤0.01%	1250

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

AlphaCore Capital's BAM Position: Q3 2026 in Review

AlphaCore Capital opened a new position in Brookfield Asset Management (BAM) in Q3 2026: 5,021 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #1250 among its holdings.

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

AlphaCore Capital held 5,021 shares of Brookfield Asset Management worth $224K as of Q3 2026.
Brookfield Asset Management was a new AlphaCore Capital position in Q3 2026.
Brookfield Asset Management made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1250 holding.
302 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.