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Bragg Financial Advisors’s Brookfield Asset Management BAM Stock Holding History

Bragg Financial 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
Q4 		– Sell
-9,737
Closed -$554K – 349
2025
Q3 		$554K Sell
9,737
-61,096
-86% -$3.63M 0.02% 253
2025
Q2 		$3.91M Sell
70,833
-2,400
-3% -$129K 0.14% 143
2025
Q1 		$3.54M Sell
73,233
-128,090
-64% -$6.98M 0.15% 141
2024
Q4 		$10.9M Buy
201,323
+621
+0.3% +$33.5K 0.44% 87
2024
Q3 		$9.5M Buy
200,702
+19
+0% +$796 0.39% 99
2024
Q2 		$7.64M Buy
+200,683
New +$7.89M 0.34% 105

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return