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Burkett Financial Services’s Brookfield Asset Management BAM Stock Holding History

Burkett Financial Services’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
Q3 		$7.4K Hold
166
– – ﹤0.01% 311
2026
Q2 		$7.45K Buy
+166
New +$7.84K ﹤0.01% 194

Other funds holding BAM

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Burkett Financial Services's BAM Position: Q3 2026 in Review

Burkett Financial Services held its Brookfield Asset Management (BAM) position steady in Q3 2026 at 166 shares worth $7.4K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Burkett Financial Services first reported a position in BAM in Q2 2026 and has held it in 2 quarters since. The position peaked at $7.45K in Q2 2026. 17 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

  • Burkett Financial Services held 166 shares of Brookfield Asset Management worth $7.4K as of Q3 2026.
  • Burkett Financial Services left its Brookfield Asset Management share count unchanged in Q3 2026.
  • Brookfield Asset Management made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #311 holding.
  • Burkett Financial Services first reported a position in Brookfield Asset Management in Q2 2026 and has held it in 2 quarters since.
  • Burkett Financial Services's Brookfield Asset Management position peaked at $7.45K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.