Ameritas Advisory Services’s Brookfield Asset Management BAM Stock Holding History

Ameritas Advisory Services’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 Q4	–	Sell	-73	Closed	-$4.16K	–	1014
2025 Q3	$4.16K	Sell	73 -4	-5%	-$238	﹤0.01%	1870
2025 Q2	$4.26K	Buy	+77	New	+$4.13K	﹤0.01%	2277
2023 Q2	–	Sell	-639	Closed	-$20.9K	–	701
2023 Q1	$20.9K	Buy	+639	New	+$20.8K	﹤0.01%	1626

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Ameritas Advisory Services's BAM Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Brookfield Asset Management (BAM) in Q4 2025, closing a stake of 73 shares — an estimated $4.16K sold.

Ameritas Advisory Services first reported a position in BAM in Q1 2023 and held it in 3 quarters. The position peaked at $20.9K in Q1 2023. 628 funds tracked by Wall St. Rank hold BAM as of Q4 2025.

Ameritas Advisory Services reported no remaining Brookfield Asset Management position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 73 Brookfield Asset Management shares in Q4 2025, an estimated $4.16K.
Ameritas Advisory Services first reported a position in Brookfield Asset Management in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Brookfield Asset Management position peaked at $20.9K in Q1 2023.
628 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.