Check Capital Management’s Brookfield Asset Management BAM Stock Holding History

Check Capital 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	$576K	Buy	12,954 +168	+1%	+$8.21K	0.02%	32
2025 Q4	$670K	Buy	12,786 +1,200	+10%	+$64.5K	0.02%	27
2025 Q3	$660K	Hold	11,586	–	–	0.02%	28
2025 Q2	$640K	Hold	11,586	–	–	0.02%	29
2025 Q1	$561K	Buy	11,586 +50	+0.4%	+$2.73K	0.02%	28
2024 Q4	$625K	Sell	11,536 -41,000	-78%	-$2.21M	0.02%	28
2024 Q3	$2.48M	Sell	52,536 -973	-2%	-$40.8K	0.08%	20
2024 Q2	$2.04M	Sell	53,509 -274	-0.5%	-$10.8K	0.07%	21
2024 Q1	$2.26M	Sell	53,783 -187	-0.3%	-$7.56K	0.07%	21
2023 Q4	$2.17M	Sell	53,970 -2,152	-4%	-$72.7K	0.08%	19
2023 Q3	$1.87M	Buy	56,122 +187	+0.3%	+$6.31K	0.07%	20
2023 Q2	$1.83M	Sell	55,935 -262	-0.5%	-$8.43K	0.07%	22
2023 Q1	$1.84M	Buy	56,197 +46,245	+465%	+$1.5M	0.08%	21
2022 Q4	$285K	Buy	+9,952	New	+$299K	0.01%	33

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

Check Capital Management's BAM Position: Q1 2026 in Review

Check Capital Management increased its Brookfield Asset Management (BAM) stake by 1.3% in Q1 2026, buying an estimated $8.21K and bringing the position to 12,954 shares worth $576K. The position accounts for 0.02% of the portfolio, ranked #32.

Check Capital Management first reported a position in BAM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.48M in Q3 2024. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Check Capital Management held 12,954 shares of Brookfield Asset Management worth $576K as of Q1 2026.
Check Capital Management bought 168 Brookfield Asset Management shares in Q1 2026, an estimated $8.21K.
Brookfield Asset Management made up 0.02% of Check Capital Management's portfolio in Q1 2026, its #32 holding.
Check Capital Management first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 14 quarters since.
Check Capital Management's Brookfield Asset Management position peaked at $2.48M in Q3 2024.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Check Capital Management's 13F filing for Q1 2026, filed 4 May 2026.