Blue Sky Capital Consultants Group’s Brookfield Asset Management BAM Stock Holding History

Blue Sky Capital Consultants Group’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	$2.3M	Sell	51,811 -3,723	-7%	-$182K	1.1%	26
2025 Q4	$2.91M	Buy	55,534 +3,335	+6%	+$179K	1.26%	26
2025 Q3	$2.97M	Buy	52,199 +3,316	+7%	+$197K	1.29%	24
2025 Q2	$2.7M	Buy	48,883 +3,373	+7%	+$181K	1.36%	23
2025 Q1	$2.2M	Buy	45,510 +1,910	+4%	+$104K	1.44%	23
2024 Q4	$2.36M	Buy	+43,600	New	+$2.35M	1.42%	21

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

Blue Sky Capital Consultants Group's BAM Position: Q1 2026 in Review

Blue Sky Capital Consultants Group reduced its Brookfield Asset Management (BAM) stake by 6.7% in Q1 2026, selling an estimated $182K and leaving 51,811 shares worth $2.3M. The position accounts for 1.1% of the portfolio, ranked #26.

Blue Sky Capital Consultants Group first reported a position in BAM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.97M in Q3 2025. 626 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Blue Sky Capital Consultants Group held 51,811 shares of Brookfield Asset Management worth $2.3M as of Q1 2026.
Blue Sky Capital Consultants Group sold 3,723 Brookfield Asset Management shares in Q1 2026, an estimated $182K.
Brookfield Asset Management made up 1.1% of Blue Sky Capital Consultants Group's portfolio in Q1 2026, its #26 holding.
Blue Sky Capital Consultants Group first reported a position in Brookfield Asset Management in Q4 2024 and has held it in 6 quarters since.
Blue Sky Capital Consultants Group's Brookfield Asset Management position peaked at $2.97M in Q3 2025.
626 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Blue Sky Capital Consultants Group's 13F filing for Q1 2026, filed 28 Apr 2026.