Anchor Investment Management’s Brookfield Asset Management BAM Stock Holding History

Anchor Investment 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
2026 Q1	$73.2K	Hold	1,647	–	–	0.01%	528
2025 Q4	$86.3K	Sell	1,647 -112	-6%	-$6.02K	0.01%	513
2025 Q3	$100K	Hold	1,759	–	–	0.01%	487
2025 Q2	$97.2K	Sell	1,759 -56	-3%	-$3.01K	0.01%	478
2025 Q1	$87.9K	Sell	1,815 -28	-2%	-$1.53K	0.01%	483
2024 Q4	$99.9K	Hold	1,843	–	–	0.01%	459
2024 Q3	$87.2K	Hold	1,843	–	–	0.01%	493
2024 Q2	$70.1K	Sell	1,843 -1,071	-37%	-$42.1K	0.01%	482
2024 Q1	$122K	Sell	2,914 -50	-2%	-$2.02K	0.01%	424
2023 Q4	$119K	Sell	2,964 -34	-1%	-$1.15K	0.01%	425
2023 Q3	$100K	Hold	2,998	–	–	0.01%	426
2023 Q2	$97.8K	Sell	2,998 -1,305	-30%	-$42K	0.01%	422
2023 Q1	$141K	Sell	4,303 -432	-9%	-$14K	0.02%	392
2022 Q4	$136K	Buy	+4,735	New	+$142K	0.02%	399

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

Anchor Investment Management's BAM Position: Q1 2026 in Review

Anchor Investment Management held its Brookfield Asset Management (BAM) position steady in Q1 2026 at 1,647 shares worth $73.2K. The position accounts for 0.01% of the portfolio, ranked #528.

Anchor Investment Management first reported a position in BAM in Q4 2022 and has held it in 14 quarters since. The position peaked at $141K in Q1 2023. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Anchor Investment Management held 1,647 shares of Brookfield Asset Management worth $73.2K as of Q1 2026.
Anchor Investment Management left its Brookfield Asset Management share count unchanged in Q1 2026.
Brookfield Asset Management made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #528 holding.
Anchor Investment Management first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 14 quarters since.
Anchor Investment Management's Brookfield Asset Management position peaked at $141K in Q1 2023.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.