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Family Management’s Brookfield Asset Management BAM Stock Holding History

Family 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
2025
Q4 		– Sell
-3,788
Closed -$216K – 289
2025
Q3 		$216K Hold
3,788
– – 0.03% 204
2025
Q2 		$209K Buy
+3,788
New +$203K 0.03% 178

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Family Management's BAM Position: Q4 2025 in Review

Family Management sold out of Brookfield Asset Management (BAM) in Q4 2025, closing a stake of 3,788 shares — an estimated $216K sold.

Family Management first reported a position in BAM in Q2 2025 and held it in 2 quarters. The position peaked at $216K in Q3 2025. 627 funds tracked by Wall St. Rank hold BAM as of Q4 2025.

  • Family Management reported no remaining Brookfield Asset Management position as of Q4 2025 after selling out during the quarter.
  • Family Management sold 3,788 Brookfield Asset Management shares in Q4 2025, an estimated $216K.
  • Family Management first reported a position in Brookfield Asset Management in Q2 2025 and held it in 2 quarters.
  • Family Management's Brookfield Asset Management position peaked at $216K in Q3 2025.
  • 627 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q4 2025.

Based on Family Management's 13F filing for Q4 2025, filed 17 Feb 2026.