Brooklyn Investment Group’s Brookfield Asset Management BAM Stock Holding History

Brooklyn Investment 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	$213K	Sell	4,786 -1,759	-27%	-$85.9K	0.01%	1671
2025 Q4	$349K	Buy	+6,545	New	+$352K	0.02%	929
2025 Q3	–	Sell	-76	Closed	-$4.2K	–	859
2025 Q2	$4.2K	Buy	76 +17	+29%	+$912	﹤0.01%	2548
2025 Q1	$2.86K	Buy	+59	New	+$3.22K	﹤0.01%	2035

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Brooklyn Investment Group's BAM Position: Q1 2026 in Review

Brooklyn Investment Group reduced its Brookfield Asset Management (BAM) stake by 27% in Q1 2026, selling an estimated $85.9K and leaving 4,786 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #1671.

Brooklyn Investment Group first reported a position in BAM in Q1 2025 and has held it in 4 quarters since. The position peaked at $349K in Q4 2025. 627 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Brooklyn Investment Group held 4,786 shares of Brookfield Asset Management worth $213K as of Q1 2026.
Brooklyn Investment Group sold 1,759 Brookfield Asset Management shares in Q1 2026, an estimated $85.9K.
Brookfield Asset Management made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1671 holding.
Brooklyn Investment Group first reported a position in Brookfield Asset Management in Q1 2025 and has held it in 4 quarters since.
Brooklyn Investment Group's Brookfield Asset Management position peaked at $349K in Q4 2025.
627 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.