FSA Wealth Management’s Brookfield Asset Management BAM Stock Holding History

FSA Wealth 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 Q3	$11.2K	Hold	196	–	–	﹤0.01%	296
2025 Q2	$10.8K	Hold	196	–	–	﹤0.01%	283
2025 Q1	$9.5K	Hold	196	–	–	﹤0.01%	276
2024 Q4	$10.6K	Hold	196	–	–	﹤0.01%	292
2024 Q3	$9.27K	Buy	+196	New	+$8.21K	﹤0.01%	317
2024 Q1	$8.24K	Hold	196	–	–	﹤0.01%	357
2023 Q4	$8K	Buy	+196	New	+$6.63K	﹤0.01%	345

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FSA Wealth Management's BAM Position: Q3 2025 in Review

FSA Wealth Management held its Brookfield Asset Management (BAM) position steady in Q3 2025 at 196 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

FSA Wealth Management first reported a position in BAM in Q4 2023 and has held it in 7 quarters since. 586 funds tracked by Wall St. Rank hold BAM as of Q3 2025.

FSA Wealth Management held 196 shares of Brookfield Asset Management worth $11.2K as of Q3 2025.
FSA Wealth Management left its Brookfield Asset Management share count unchanged in Q3 2025.
Brookfield Asset Management made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #296 holding.
FSA Wealth Management first reported a position in Brookfield Asset Management in Q4 2023 and has held it in 7 quarters since.
586 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.