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Iron Horse Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Iron Horse 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
Q2 		$1.11K Hold
20
– – ﹤0.01% 512
2025
Q1 		$969 Buy
+20
New +$1.09K ﹤0.01% 514

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Iron Horse Wealth Management's BAM Position: Q2 2025 in Review

Iron Horse Wealth Management held its Brookfield Asset Management (BAM) position steady in Q2 2025 at 20 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Iron Horse Wealth Management first reported a position in BAM in Q1 2025 and has held it in 2 quarters since. 604 funds tracked by Wall St. Rank hold BAM as of Q2 2025.

  • Iron Horse Wealth Management held 20 shares of Brookfield Asset Management worth $1.11K as of Q2 2025.
  • Iron Horse Wealth Management left its Brookfield Asset Management share count unchanged in Q2 2025.
  • Brookfield Asset Management made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #512 holding.
  • Iron Horse Wealth Management first reported a position in Brookfield Asset Management in Q1 2025 and has held it in 2 quarters since.
  • 604 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.