GI
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GAMMA Investing’s Brookfield Asset Management BAM Stock Holding History

GAMMA Investing’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 		$191K Buy
4,277
+1,277
+43% +$62.3K 0.01% 1366
2026
Q2 		$135K Buy
3,000
+1,001
+50% +$47.3K 0.01% 1583
2026
Q1 		$88.9K Buy
1,999
+313
+19% +$15.3K ﹤0.01% 1775
2025
Q4 		$88.3K Buy
1,686
+855
+103% +$46K ﹤0.01% 1671
2025
Q3 		$47.3K Buy
831
+401
+93% +$23.8K ﹤0.01% 2026
2025
Q2 		$23.8K Buy
430
+43
+11% +$2.31K ﹤0.01% 2366
2025
Q1 		$18.8K Hold
387
– – ﹤0.01% 2420
2024
Q4 		$21K Buy
387
+91
+31% +$4.91K ﹤0.01% 2246
2024
Q3 		$14K Sell
296
-121
-29% -$5.07K ﹤0.01% 2307
2024
Q2 		$15.9K Buy
417
+162
+64% +$6.37K ﹤0.01% 2003
2024
Q1 		$10.7K Buy
255
+121
+90% +$4.89K ﹤0.01% 2021
2023
Q4 		$5.38K Buy
+134
New +$4.53K ﹤0.01% 2205

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 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

GAMMA Investing's BAM Position: Q3 2026 in Review

GAMMA Investing increased its Brookfield Asset Management (BAM) stake by 43% in Q3 2026, buying an estimated $62.3K and bringing the position to 4,277 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #1366.

GAMMA Investing first reported a position in BAM in Q4 2023 and has held it in 12 quarters since. 16 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

  • GAMMA Investing held 4,277 shares of Brookfield Asset Management worth $191K as of Q3 2026.
  • GAMMA Investing bought 1,277 Brookfield Asset Management shares in Q3 2026, an estimated $62.3K.
  • Brookfield Asset Management made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1366 holding.
  • GAMMA Investing first reported a position in Brookfield Asset Management in Q4 2023 and has held it in 12 quarters since.
  • 16 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.