Berkshire Asset Management’s Brookfield Asset Management BAM Stock Holding History

Berkshire Asset 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	$263K	Buy	5,926 +50	+0.9%	+$2.44K	0.01%	232
2025 Q4	$308K	Buy	5,876 +53	+0.9%	+$2.85K	0.01%	216
2025 Q3	$332K	Buy	5,823 +34	+0.6%	+$2.02K	0.01%	232
2025 Q2	$320K	Buy	5,789 +34	+0.6%	+$1.82K	0.01%	224
2025 Q1	$327K	Buy	+5,755	New	+$314K	0.02%	225

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

Berkshire Asset Management's BAM Position: Q1 2026 in Review

Berkshire Asset Management increased its Brookfield Asset Management (BAM) stake by 0.85% in Q1 2026, buying an estimated $2.44K and bringing the position to 5,926 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #232.

Berkshire Asset Management first reported a position in BAM in Q1 2025 and has held it in 5 quarters since. The position peaked at $332K in Q3 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Berkshire Asset Management held 5,926 shares of Brookfield Asset Management worth $263K as of Q1 2026.
Berkshire Asset Management bought 50 Brookfield Asset Management shares in Q1 2026, an estimated $2.44K.
Brookfield Asset Management made up 0.01% of Berkshire Asset Management's portfolio in Q1 2026, its #232 holding.
Berkshire Asset Management first reported a position in Brookfield Asset Management in Q1 2025 and has held it in 5 quarters since.
Berkshire Asset Management's Brookfield Asset Management position peaked at $332K in Q3 2025.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.