Ken Fisher
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Ken Fisher’s Brookfield Asset Management BAM Stock Holding History

Ken Fisher’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 		$220K Sell
4,941
-282
-5% -$13.8K ﹤0.01% 965
2025
Q4 		$274K Buy
5,223
+1,602
+44% +$86.1K ﹤0.01% 912
2025
Q3 		$206K Sell
3,621
-1,742
-32% -$104K ﹤0.01% 983
2025
Q2 		$296K Buy
+5,363
New +$288K ﹤0.01% 887

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

Ken Fisher's BAM Position: Q1 2026 in Review

Ken Fisher reduced its Brookfield Asset Management (BAM) stake by 5.4% in Q1 2026, selling an estimated $13.8K and leaving 4,941 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Ken Fisher first reported a position in BAM in Q2 2025 and has held it in 4 quarters since. The position peaked at $296K in Q2 2025. 626 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • Ken Fisher held 4,941 shares of Brookfield Asset Management worth $220K as of Q1 2026.
  • Ken Fisher sold 282 Brookfield Asset Management shares in Q1 2026, an estimated $13.8K.
  • Brookfield Asset Management made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #965 holding.
  • Ken Fisher first reported a position in Brookfield Asset Management in Q2 2025 and has held it in 4 quarters since.
  • Ken Fisher's Brookfield Asset Management position peaked at $296K in Q2 2025.
  • 626 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.