B. Riley Wealth Advisors’s Brookfield Asset Management BAM Stock Holding History

B. Riley Wealth 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
2025 Q3	–	Sell	-3,836	Closed	-$212K	–	1084
2025 Q2	$212K	Sell	3,836 -1,071	-22%	-$57.5K	0.01%	874
2025 Q1	$238K	Buy	4,907 +56	+1%	+$3.05K	0.01%	1083
2024 Q4	$263K	Sell	4,851 -396	-8%	-$21.4K	0.01%	920
2024 Q3	$248K	Sell	5,247 -29	-0.5%	-$1.22K	0.01%	1046
2024 Q2	$201K	Buy	+5,276	New	+$207K	0.01%	1237
2023 Q3	–	Sell	-14,923	Closed	-$488K	–	1477
2023 Q2	$488K	Buy	+14,923	New	+$480K	0.01%	868

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

B. Riley Wealth Advisors's BAM Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of Brookfield Asset Management (BAM) in Q3 2025, closing a stake of 3,836 shares — an estimated $212K sold.

B. Riley Wealth Advisors first reported a position in BAM in Q2 2023 and held it in 6 quarters. The position peaked at $488K in Q2 2023. 587 funds tracked by Wall St. Rank hold BAM as of Q3 2025.

B. Riley Wealth Advisors reported no remaining Brookfield Asset Management position as of Q3 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 3,836 Brookfield Asset Management shares in Q3 2025, an estimated $212K.
B. Riley Wealth Advisors first reported a position in Brookfield Asset Management in Q2 2023 and held it in 6 quarters.
B. Riley Wealth Advisors's Brookfield Asset Management position peaked at $488K in Q2 2023.
587 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.