BC
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Belmont Capital’s Brookfield Asset Management BAM Stock Holding History

Belmont Capital’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
Q2 		$216K Hold
3,918
– – 0.03% 122
2025
Q1 		$190K Buy
+3,918
New +$214K 0.03% 122
2024
Q4 		– Sell
-3,918
Closed -$185K – 127
2024
Q3 		$185K Hold
3,918
– – 0.03% 118
2024
Q2 		$149K Buy
+3,918
New +$154K 0.03% 137

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 $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Belmont Capital's BAM Position: Q2 2025 in Review

Belmont Capital held its Brookfield Asset Management (BAM) position steady in Q2 2025 at 3,918 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #122.

Belmont Capital first reported a position in BAM in Q2 2024 and has held it in 4 quarters since. 604 funds tracked by Wall St. Rank hold BAM as of Q2 2025.

  • Belmont Capital held 3,918 shares of Brookfield Asset Management worth $216K as of Q2 2025.
  • Belmont Capital left its Brookfield Asset Management share count unchanged in Q2 2025.
  • Brookfield Asset Management made up 0.03% of Belmont Capital's portfolio in Q2 2025, its #122 holding.
  • Belmont Capital first reported a position in Brookfield Asset Management in Q2 2024 and has held it in 4 quarters since.
  • 604 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.