Cassaday & Co Wealth Management
BAM icon

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
Q3 		$69.9K Hold
1,562
– – ﹤0.01% 553
2026
Q2 		$70.1K Sell
1,562
-17
-1% -$803 ﹤0.01% 559
2026
Q1 		$70K Buy
+1,579
New +$77.1K ﹤0.01% 537

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Sumitomo Mitsui DS Asset Management
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Baskin Financial Services
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Cassaday & Co Wealth Management's BAM Position: Q3 2026 in Review

Cassaday & Co Wealth Management held its Brookfield Asset Management (BAM) position steady in Q3 2026 at 1,562 shares worth $69.9K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Cassaday & Co Wealth Management first reported a position in BAM in Q1 2026 and has held it in 3 quarters since. The position peaked at $70.1K in Q2 2026. 183 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

  • Cassaday & Co Wealth Management held 1,562 shares of Brookfield Asset Management worth $69.9K as of Q3 2026.
  • Cassaday & Co Wealth Management left its Brookfield Asset Management share count unchanged in Q3 2026.
  • Brookfield Asset Management made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #553 holding.
  • Cassaday & Co Wealth Management first reported a position in Brookfield Asset Management in Q1 2026 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's Brookfield Asset Management position peaked at $70.1K in Q2 2026.
  • 183 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.