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Inspire Investing’s Brookfield Asset Management BAM Stock Holding History

Inspire 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
2025
Q4 		– Sell
-47,244
Closed -$2.69M – 1118
2025
Q3 		$2.69M Buy
47,244
+381
+0.8% +$22.7K 0.26% 85
2025
Q2 		$2.59M Buy
+46,863
New +$2.52M 0.28% 86
2024
Q1 		– Sell
-19,493
Closed -$783K – 798
2023
Q4 		$783K Buy
+19,493
New +$659K 0.09% 249

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Inspire Investing's BAM Position: Q4 2025 in Review

Inspire Investing sold out of Brookfield Asset Management (BAM) in Q4 2025, closing a stake of 47,244 shares — an estimated $2.69M sold.

Inspire Investing first reported a position in BAM in Q4 2023 and held it in 3 quarters. The position peaked at $2.69M in Q3 2025. 628 funds tracked by Wall St. Rank hold BAM as of Q4 2025.

  • Inspire Investing reported no remaining Brookfield Asset Management position as of Q4 2025 after selling out during the quarter.
  • Inspire Investing sold 47,244 Brookfield Asset Management shares in Q4 2025, an estimated $2.69M.
  • Inspire Investing first reported a position in Brookfield Asset Management in Q4 2023 and held it in 3 quarters.
  • Inspire Investing's Brookfield Asset Management position peaked at $2.69M in Q3 2025.
  • 628 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q4 2025.

Based on Inspire Investing's 13F filing for Q4 2025, filed 17 Feb 2026.