Cromwell Holdings’s Brookfield Asset Management BAM Stock Holding History

Cromwell Holdings’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	$77.5K	Buy	1,738 +147	+9%	+$7.18K	0.04%	401
2026 Q2	$71.4K	Hold	1,591	–	–	0.03%	427
2026 Q1	$70.7K	Hold	1,591	–	–	0.04%	403
2025 Q4	$83.4K	Hold	1,591	–	–	0.05%	351
2025 Q3	$90.6K	Hold	1,591	–	–	0.05%	342
2025 Q2	$88K	Hold	1,591	–	–	0.05%	330
2025 Q1	$77.1K	Hold	1,591	–	–	0.05%	345
2024 Q4	$86.2K	Hold	1,591	–	–	0.05%	323
2024 Q3	$75.2K	Hold	1,591	–	–	0.05%	358
2024 Q2	$60.5K	Buy	+1,591	New	+$62.5K	0.04%	390

Other funds holding BAM

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Cromwell Holdings's BAM Position: Q3 2026 in Review

Cromwell Holdings increased its Brookfield Asset Management (BAM) stake by 9.2% in Q3 2026, buying an estimated $7.18K and bringing the position to 1,738 shares worth $77.5K. The position accounts for 0.04% of the portfolio, ranked #401.

Cromwell Holdings first reported a position in BAM in Q2 2024 and has held it in 10 quarters since. The position peaked at $90.6K in Q3 2025. 329 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

Cromwell Holdings held 1,738 shares of Brookfield Asset Management worth $77.5K as of Q3 2026.
Cromwell Holdings bought 147 Brookfield Asset Management shares in Q3 2026, an estimated $7.18K.
Brookfield Asset Management made up 0.04% of Cromwell Holdings's portfolio in Q3 2026, its #401 holding.
Cromwell Holdings first reported a position in Brookfield Asset Management in Q2 2024 and has held it in 10 quarters since.
Cromwell Holdings's Brookfield Asset Management position peaked at $90.6K in Q3 2025.
329 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Cromwell Holdings's 13F filing for Q3 2026, filed 28 Oct 2026.