Creative Financial Designs’s Brookfield Asset Management BAM Stock Holding History

Creative Financial Designs’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	$933	Buy	21 +6	+40%	+$293	﹤0.01%	1911
2025 Q4	$786	Buy	15 +4	+36%	+$215	﹤0.01%	1841
2025 Q3	$626	Hold	11	–	–	﹤0.01%	1896
2025 Q2	$608	Hold	11	–	–	﹤0.01%	1875
2025 Q1	$533	Hold	11	–	–	﹤0.01%	1903
2024 Q4	$596	Hold	11	–	–	﹤0.01%	1727
2024 Q3	$520	Hold	11	–	–	﹤0.01%	1624
2024 Q2	$419	Hold	11	–	–	﹤0.01%	1588
2024 Q1	$462	Hold	11	–	–	﹤0.01%	1599
2023 Q4	$442	Hold	11	–	–	﹤0.01%	1541
2023 Q3	$367	Hold	11	–	–	﹤0.01%	1451
2023 Q2	$359	Hold	11	–	–	﹤0.01%	1423
2023 Q1	$360	Hold	11	–	–	﹤0.01%	1351
2022 Q4	$315	Buy	+11	New	+$331	﹤0.01%	1257

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

Creative Financial Designs's BAM Position: Q1 2026 in Review

Creative Financial Designs increased its Brookfield Asset Management (BAM) stake by 40% in Q1 2026, buying an estimated $293 and bringing the position to 21 shares worth $933. The position accounts for ﹤0.01% of the portfolio, ranked #1911.

Creative Financial Designs first reported a position in BAM in Q4 2022 and has held it in 14 quarters since. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Creative Financial Designs held 21 shares of Brookfield Asset Management worth $933 as of Q1 2026.
Creative Financial Designs bought 6 Brookfield Asset Management shares in Q1 2026, an estimated $293.
Brookfield Asset Management made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1911 holding.
Creative Financial Designs first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 14 quarters since.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.