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Farther Finance Advisors’s Brookfield Asset Management BAM Stock Holding History

Farther Finance Advisors’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 		$235K Buy
5,275
+1,439
+38% +$70.2K ﹤0.01% 2169
2026
Q2 		$172K Buy
3,836
+12
+0.3% +$567 ﹤0.01% 2364
2026
Q1 		$169K Buy
3,824
+516
+16% +$25.2K ﹤0.01% 2137
2025
Q4 		$173K Buy
3,308
+2,834
+598% +$152K ﹤0.01% 2004
2025
Q3 		$27K Buy
474
+173
+57% +$10.3K ﹤0.01% 2840
2025
Q2 		$16.6K Sell
301
-930
-76% -$49.9K ﹤0.01% 2791
2025
Q1 		$60.9K Buy
1,231
+52
+4% +$2.83K ﹤0.01% 1801
2024
Q4 		$63.9K Sell
1,179
-41
-3% -$2.21K ﹤0.01% 1529
2024
Q3 		$57.7K Sell
1,220
-461
-27% -$19.3K ﹤0.01% 1573
2024
Q2 		$63K Sell
1,681
-125
-7% -$4.91K ﹤0.01% 1315
2024
Q1 		$75.7K Sell
1,806
-126
-7% -$5.09K ﹤0.01% 1039
2023
Q4 		$77.6K Sell
1,932
-24
-1% -$811 0.01% 878
2023
Q3 		$65.2K Sell
1,956
-208
-10% -$7.02K 0.01% 694
2023
Q2 		$70.6K Sell
2,164
-1,485
-41% -$47.8K 0.02% 563
2023
Q1 		$119K Sell
3,649
-170
-4% -$5.52K 0.03% 360
2022
Q4 		$109K Buy
+3,819
New +$115K 0.04% 306

Other funds holding BAM

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Farther Finance Advisors's BAM Position: Q3 2026 in Review

Farther Finance Advisors increased its Brookfield Asset Management (BAM) stake by 38% in Q3 2026, buying an estimated $70.2K and bringing the position to 5,275 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #2169.

Farther Finance Advisors first reported a position in BAM in Q4 2022 and has held it in 16 quarters since. 16 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

  • Farther Finance Advisors held 5,275 shares of Brookfield Asset Management worth $235K as of Q3 2026.
  • Farther Finance Advisors bought 1,439 Brookfield Asset Management shares in Q3 2026, an estimated $70.2K.
  • Brookfield Asset Management made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2169 holding.
  • Farther Finance Advisors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 16 quarters since.
  • 16 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.