Kings Path Partners’s Brookfield Asset Management BAM Stock Holding History

Kings Path 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
2025 Q4	–	Sell	-188	Closed	-$10.7K	–	297
2025 Q3	$10.7K	Hold	188	–	–	﹤0.01%	227
2025 Q2	$10.4K	Hold	188	–	–	﹤0.01%	219
2025 Q1	$9.11K	Hold	188	–	–	﹤0.01%	216
2024 Q4	$10.2K	Hold	188	–	–	﹤0.01%	239
2024 Q3	$8.89K	Hold	188	–	–	﹤0.01%	244
2024 Q2	$7.15K	Buy	+188	New	+$7.39K	﹤0.01%	230

Other funds holding BAM

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Kings Path Partners's BAM Position: Q4 2025 in Review

Kings Path Partners sold out of Brookfield Asset Management (BAM) in Q4 2025, closing a stake of 188 shares — an estimated $10.7K sold.

Kings Path Partners first reported a position in BAM in Q2 2024 and held it in 6 quarters. The position peaked at $10.7K in Q3 2025. 627 funds tracked by Wall St. Rank hold BAM as of Q4 2025.

Kings Path Partners reported no remaining Brookfield Asset Management position as of Q4 2025 after selling out during the quarter.
Kings Path Partners sold 188 Brookfield Asset Management shares in Q4 2025, an estimated $10.7K.
Kings Path Partners first reported a position in Brookfield Asset Management in Q2 2024 and held it in 6 quarters.
Kings Path Partners's Brookfield Asset Management position peaked at $10.7K in Q3 2025.
627 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q4 2025.

Based on Kings Path Partners's 13F filing for Q4 2025, filed 14 Jul 2026.