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Crestwood Advisors Group’s Brookfield Asset Management BAM Stock Holding History

Crestwood Advisors Group’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 		– Sell
-4,275
Closed -$224K – 771
2025
Q4 		$224K Buy
+4,275
New +$230K ﹤0.01% 627

Other funds holding BAM

BC
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Principal Financial Group
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Crestwood Advisors Group's BAM Position: Q1 2026 in Review

Crestwood Advisors Group sold out of Brookfield Asset Management (BAM) in Q1 2026, closing a stake of 4,275 shares — an estimated $224K sold.

Crestwood Advisors Group first reported a position in BAM in Q4 2025 and held it in 1 quarter. The position peaked at $224K in Q4 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • Crestwood Advisors Group reported no remaining Brookfield Asset Management position as of Q1 2026 after selling out during the quarter.
  • Crestwood Advisors Group sold 4,275 Brookfield Asset Management shares in Q1 2026, an estimated $224K.
  • Crestwood Advisors Group first reported a position in Brookfield Asset Management in Q4 2025 and held it in 1 quarter.
  • Crestwood Advisors Group's Brookfield Asset Management position peaked at $224K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.