Darwin Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Darwin 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	$16K	Buy	359 +280	+354%	+$13.7K	﹤0.01%	560
2026 Q2	$3.54K	Hold	79	–	–	﹤0.01%	473
2026 Q1	$3.51K	Hold	79	–	–	﹤0.01%	444
2025 Q4	$4.14K	Hold	79	–	–	﹤0.01%	462
2025 Q3	$4.5K	Hold	79	–	–	﹤0.01%	436
2025 Q2	$4.37K	Hold	79	–	–	﹤0.01%	424
2025 Q1	$4.28K	Hold	79	–	–	﹤0.01%	454
2024 Q4	$4.28K	Hold	79	–	–	﹤0.01%	454
2024 Q3	$3.74K	Buy	+79	New	+$3.31K	﹤0.01%	476

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

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

Darwin Wealth Management's BAM Position: Q3 2026 in Review

Darwin Wealth Management increased its Brookfield Asset Management (BAM) stake by 354% in Q3 2026, buying an estimated $13.7K and bringing the position to 359 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Darwin Wealth Management first reported a position in BAM in Q3 2024 and has held it in 9 quarters since. 365 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

Darwin Wealth Management held 359 shares of Brookfield Asset Management worth $16K as of Q3 2026.
Darwin Wealth Management bought 280 Brookfield Asset Management shares in Q3 2026, an estimated $13.7K.
Brookfield Asset Management made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #560 holding.
Darwin Wealth Management first reported a position in Brookfield Asset Management in Q3 2024 and has held it in 9 quarters since.
365 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.