Empowered Funds’s Brookfield Asset Management BAM Stock Holding History

Empowered Funds’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	$255K	Buy	+5,739	New	+$280K	﹤0.01%	1903

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

Empowered Funds's BAM Position: Q1 2026 in Review

Empowered Funds opened a new position in Brookfield Asset Management (BAM) in Q1 2026: 5,739 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #1903 among its holdings.

625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Empowered Funds held 5,739 shares of Brookfield Asset Management worth $255K as of Q1 2026.
Brookfield Asset Management was a new Empowered Funds position in Q1 2026.
Brookfield Asset Management made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #1903 holding.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.