America First Investment Advisors’s Brookfield Asset Management BAM Stock Holding History

America First Investment Advisors’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 Q1	$12.7M	Sell	284,947 -5,577	-2%	-$272K	2.36%	19
2025 Q4	$15.2M	Sell	290,524 -150,950	-34%	-$8.12M	2.77%	19
2025 Q3	$25.1M	Sell	441,474 -3,745	-0.8%	-$223K	4.67%	13
2025 Q2	$24.6M	Sell	445,219 -5,060	-1%	-$272K	4.91%	11
2025 Q1	$21.8M	Buy	450,279 +923	+0.2%	+$50.3K	4.6%	15
2024 Q4	$24.4M	Sell	449,356 -24,856	-5%	-$1.34M	5.32%	7
2024 Q3	$22.4M	Buy	474,212 +12,296	+3%	+$515K	5.03%	9
2024 Q2	$17.6M	Buy	461,916 +34,558	+8%	+$1.36M	4.33%	16
2024 Q1	$18M	Buy	427,358 +29,372	+7%	+$1.19M	4.37%	13
2023 Q4	$16M	Buy	397,986 +59,294	+18%	+$2M	4.18%	15
2023 Q3	$11.3M	Buy	338,692 +175,316	+107%	+$5.92M	3.13%	18
2023 Q2	$5.33M	Buy	163,376 +20,293	+14%	+$653K	1.43%	20
2023 Q1	$4.68M	Buy	143,083 +40,978	+40%	+$1.33M	1.34%	20
2022 Q4	$2.93M	Buy	+102,105	New	+$3.07M	0.86%	22

Other funds holding BAM

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

America First Investment Advisors's BAM Position: Q1 2026 in Review

America First Investment Advisors reduced its Brookfield Asset Management (BAM) stake by 1.9% in Q1 2026, selling an estimated $272K and leaving 284,947 shares worth $12.7M. The position accounts for 2.36% of the portfolio, ranked #19.

America First Investment Advisors first reported a position in BAM in Q4 2022 and has held it in 14 quarters since. The position peaked at $25.1M in Q3 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

America First Investment Advisors held 284,947 shares of Brookfield Asset Management worth $12.7M as of Q1 2026.
America First Investment Advisors sold 5,577 Brookfield Asset Management shares in Q1 2026, an estimated $272K.
Brookfield Asset Management made up 2.36% of America First Investment Advisors's portfolio in Q1 2026, its #19 holding.
America First Investment Advisors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 14 quarters since.
America First Investment Advisors's Brookfield Asset Management position peaked at $25.1M in Q3 2025.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on America First Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.