FUBT
BAM icon

First United Bank & Trust’s Brookfield Asset Management BAM Stock Holding History

First United Bank & Trust’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 		– Sell
-17
Closed -$891 – 398
2025
Q4 		$891 Hold
17
– – ﹤0.01% 390
2025
Q3 		$968 Buy
+17
New +$1.01K ﹤0.01% 415

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First United Bank & Trust's BAM Position: Q1 2026 in Review

First United Bank & Trust sold out of Brookfield Asset Management (BAM) in Q1 2026, closing a stake of 17 shares — an estimated $891 sold.

First United Bank & Trust first reported a position in BAM in Q3 2025 and held it in 2 quarters. The position peaked at $968 in Q3 2025. 627 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • First United Bank & Trust reported no remaining Brookfield Asset Management position as of Q1 2026 after selling out during the quarter.
  • First United Bank & Trust sold 17 Brookfield Asset Management shares in Q1 2026, an estimated $891.
  • First United Bank & Trust first reported a position in Brookfield Asset Management in Q3 2025 and held it in 2 quarters.
  • First United Bank & Trust's Brookfield Asset Management position peaked at $968 in Q3 2025.
  • 627 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on First United Bank & Trust's 13F filing for Q1 2026, filed 21 Apr 2026.