First Command Advisory Services’s Brookfield Asset Management BAM Stock Holding History

First Command Advisory Services’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	$14.5K	Buy	327 +159	+95%	+$7.77K	﹤0.01%	546
2025 Q4	$8.8K	Hold	168	–	–	﹤0.01%	484
2025 Q3	$9.57K	Buy	+168	New	+$9.99K	﹤0.01%	434
2023 Q2	–	Sell	-6	Closed	–	–	76
2023 Q1	$0	Buy	+6	New	+$195	﹤0.01%	105

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

First Command Advisory Services's BAM Position: Q1 2026 in Review

First Command Advisory Services increased its Brookfield Asset Management (BAM) stake by 95% in Q1 2026, buying an estimated $7.77K and bringing the position to 327 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

First Command Advisory Services first reported a position in BAM in Q1 2023 and has held it in 4 quarters since. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

First Command Advisory Services held 327 shares of Brookfield Asset Management worth $14.5K as of Q1 2026.
First Command Advisory Services bought 159 Brookfield Asset Management shares in Q1 2026, an estimated $7.77K.
Brookfield Asset Management made up ﹤0.01% of First Command Advisory Services's portfolio in Q1 2026, its #546 holding.
First Command Advisory Services first reported a position in Brookfield Asset Management in Q1 2023 and has held it in 4 quarters since.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.