Cassaday & Co Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Cassaday & Co Wealth Management’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	$70K	Buy	+1,579	New	+$77.1K	﹤0.01%	537

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

Cassaday & Co Wealth Management's BAM Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Brookfield Asset Management (BAM) in Q1 2026: 1,579 shares worth $70K. The stake represents ﹤0.01% of the portfolio and ranks #537 among its holdings.

625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Cassaday & Co Wealth Management held 1,579 shares of Brookfield Asset Management worth $70K as of Q1 2026.
Brookfield Asset Management was a new Cassaday & Co Wealth Management position in Q1 2026.
Brookfield Asset Management made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #537 holding.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.