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Beck Mack & Oliver’s Brookfield Asset Management BAM Stock Holding History

Beck Mack & Oliver’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 		$3.99M Sell
89,766
-4,362
-5% -$213K 0.08% 72
2025
Q4 		$4.93M Sell
94,128
-2,899
-3% -$156K 0.09% 72
2025
Q3 		$5.52M Sell
97,027
-75
-0.1% -$4.46K 0.1% 68
2025
Q2 		$5.37M Sell
97,102
-5,199
-5% -$279K 0.1% 69
2025
Q1 		$4.96M Sell
102,301
-1,350
-1% -$73.6K 0.1% 73
2024
Q4 		$5.62M Sell
103,651
-1,157
-1% -$62.5K 0.1% 67
2024
Q3 		$4.96M Sell
104,808
-6,105
-6% -$256K 0.1% 71
2024
Q2 		$4.22M Sell
110,913
-7,428
-6% -$292K 0.09% 71
2024
Q1 		$4.97M Sell
118,341
-1,062
-0.9% -$42.9K 0.1% 71
2023
Q4 		$4.8M Sell
119,403
-5,766
-5% -$195K 0.11% 68
2023
Q3 		$4.17M Sell
125,169
-5,467
-4% -$185K 0.11% 69
2023
Q2 		$4.26M Sell
130,636
-12,659
-9% -$407K 0.11% 68
2023
Q1 		$4.69M Sell
143,295
-55,267
-28% -$1.8M 0.14% 64
2022
Q4 		$5.69M Buy
+198,562
New +$5.97M 0.17% 63

Other funds holding BAM

BC
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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Principal Financial Group
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
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return