Garde Capital’s Brookfield Asset Management BAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
– Sell
-6
Closed -$332 – 301
2025
Q2
$332 Hold
6
– – ﹤0.01% 754
2025
Q1
$291 Buy
+6
New +$327 ﹤0.01% 749

Other funds holding BAM

Garde Capital's BAM Position: Q3 2025 in Review

Garde Capital sold out of Brookfield Asset Management (BAM) in Q3 2025, closing a stake of 6 shares — an estimated $332 sold.

Garde Capital first reported a position in BAM in Q1 2025 and held it in 2 quarters. The position peaked at $332 in Q2 2025. 587 funds tracked by Wall St. Rank hold BAM as of Q3 2025.

  • Garde Capital reported no remaining Brookfield Asset Management position as of Q3 2025 after selling out during the quarter.
  • Garde Capital sold 6 Brookfield Asset Management shares in Q3 2025, an estimated $332.
  • Garde Capital first reported a position in Brookfield Asset Management in Q1 2025 and held it in 2 quarters.
  • Garde Capital's Brookfield Asset Management position peaked at $332 in Q2 2025.
  • 587 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.