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Jackson Hole Capital Partners’s Brookfield Asset Management BAM Stock Holding History

Jackson Hole Capital Partners’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 		$628K Buy
14,117
+4,427
+46% +$216K 0.1% 142
2025
Q4 		$508K Sell
9,690
-176
-2% -$9.46K 0.09% 147
2025
Q3 		$562K Sell
9,866
-444
-4% -$26.4K 0.1% 147
2025
Q2 		$570K Buy
10,310
+510
+5% +$27.4K 0.1% 140
2025
Q1 		$475K Buy
9,800
+24
+0.2% +$1.31K 0.09% 143
2024
Q4 		$530K Sell
9,776
-124
-1% -$6.7K 0.11% 138
2024
Q3 		$468K Buy
9,900
+365
+4% +$15.3K 0.1% 141
2024
Q2 		$363K Sell
9,535
-235
-2% -$9.24K 0.08% 152
2024
Q1 		$411K Hold
9,770
– – 0.09% 146
2023
Q4 		$392K Buy
9,770
+291
+3% +$9.84K 0.1% 147
2023
Q3 		$316K Sell
9,479
-565
-6% -$19.1K 0.09% 153
2023
Q2 		$328K Sell
10,044
-164
-2% -$5.27K 0.09% 157
2023
Q1 		$334K Sell
10,208
-687
-6% -$22.3K 0.09% 165
2022
Q4 		$312K Buy
+10,895
New +$328K 0.09% 148

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

Jackson Hole Capital Partners's BAM Position: Q1 2026 in Review

Jackson Hole Capital Partners increased its Brookfield Asset Management (BAM) stake by 46% in Q1 2026, buying an estimated $216K and bringing the position to 14,117 shares worth $628K. The position accounts for 0.1% of the portfolio, ranked #142.

Jackson Hole Capital Partners first reported a position in BAM in Q4 2022 and has held it in 14 quarters since. 626 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • Jackson Hole Capital Partners held 14,117 shares of Brookfield Asset Management worth $628K as of Q1 2026.
  • Jackson Hole Capital Partners bought 4,427 Brookfield Asset Management shares in Q1 2026, an estimated $216K.
  • Brookfield Asset Management made up 0.1% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #142 holding.
  • Jackson Hole Capital Partners first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 14 quarters since.
  • 626 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.