Briaud Financial Planning’s Brookfield Asset Management BAM Stock Holding History

Briaud Financial Planning’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 Q3	–	Sell	-408	Closed	-$22K	–	53
2025 Q2	$22K	Hold	408	–	–	0.01%	159
2025 Q1	$19K	Hold	408	–	–	0.01%	128
2024 Q4	$22K	Hold	408	–	–	0.01%	117
2024 Q3	$19K	Hold	408	–	–	0.01%	98
2024 Q2	$15K	Hold	408	–	–	0.01%	99
2024 Q1	$18K	Buy	+408	New	+$16.5K	0.01%	90
2023 Q4	–	Sell	-408	Closed	-$13K	–	27
2023 Q3	$13K	Buy	+408	New	+$13.8K	0.01%	100

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Briaud Financial Planning's BAM Position: Q3 2025 in Review

Briaud Financial Planning sold out of Brookfield Asset Management (BAM) in Q3 2025, closing a stake of 408 shares — an estimated $22K sold.

Briaud Financial Planning first reported a position in BAM in Q3 2023 and held it in 7 quarters. The position peaked at $22K in Q2 2025. 587 funds tracked by Wall St. Rank hold BAM as of Q3 2025.

Briaud Financial Planning reported no remaining Brookfield Asset Management position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 408 Brookfield Asset Management shares in Q3 2025, an estimated $22K.
Briaud Financial Planning first reported a position in Brookfield Asset Management in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's Brookfield Asset Management position peaked at $22K in Q2 2025.
587 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.