GWS
BAM icon

Greykasell Wealth Strategies’s Brookfield Asset Management BAM Stock Holding History

Greykasell Wealth Strategies’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 		$9.18K Hold
207
– – ﹤0.01% 408
2025
Q4 		$10.8K Buy
207
+58
+39% +$3.12K ﹤0.01% 356
2025
Q3 		$8.48K Hold
149
– – ﹤0.01% 310
2025
Q2 		$8.24K Hold
149
– – ﹤0.01% 254
2025
Q1 		$7.22K Buy
+149
New +$8.12K ﹤0.01% 277

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

Greykasell Wealth Strategies's BAM Position: Q1 2026 in Review

Greykasell Wealth Strategies held its Brookfield Asset Management (BAM) position steady in Q1 2026 at 207 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Greykasell Wealth Strategies first reported a position in BAM in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.8K in Q4 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • Greykasell Wealth Strategies held 207 shares of Brookfield Asset Management worth $9.18K as of Q1 2026.
  • Greykasell Wealth Strategies left its Brookfield Asset Management share count unchanged in Q1 2026.
  • Brookfield Asset Management made up ﹤0.01% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #408 holding.
  • Greykasell Wealth Strategies first reported a position in Brookfield Asset Management in Q1 2025 and has held it in 5 quarters since.
  • Greykasell Wealth Strategies's Brookfield Asset Management position peaked at $10.8K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.