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FourThought Financial Partners’s Brookfield Asset Management BAM Stock Holding History

FourThought Financial Partners’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
-4,385
Closed -$230K – 405
2025
Q4 		$230K Buy
+4,385
New +$236K 0.02% 411

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 $123B AUM 34.51% 1-Year Est. Return
Principal Financial Group
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
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

FourThought Financial Partners's BAM Position: Q1 2026 in Review

FourThought Financial Partners sold out of Brookfield Asset Management (BAM) in Q1 2026, closing a stake of 4,385 shares — an estimated $230K sold.

FourThought Financial Partners first reported a position in BAM in Q4 2025 and held it in 1 quarter. The position peaked at $230K in Q4 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • FourThought Financial Partners reported no remaining Brookfield Asset Management position as of Q1 2026 after selling out during the quarter.
  • FourThought Financial Partners sold 4,385 Brookfield Asset Management shares in Q1 2026, an estimated $230K.
  • FourThought Financial Partners first reported a position in Brookfield Asset Management in Q4 2025 and held it in 1 quarter.
  • FourThought Financial Partners's Brookfield Asset Management position peaked at $230K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.