Kirr Marbach & Co
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Kirr Marbach & Co’s Brookfield Asset Management BAM Stock Holding History

Kirr Marbach & Co’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
Q3 		$2.93M Buy
65,688
+1,442
+2% +$70.4K 0.55% 40
2026
Q2 		$2.88M Buy
64,246
+5,388
+9% +$254K 0.49% 41
2026
Q1 		$2.62M Buy
58,858
+7,362
+14% +$360K 0.48% 41
2025
Q4 		$2.7M Buy
51,496
+15,855
+44% +$852K 0.52% 40
2025
Q3 		$2.03M Sell
35,641
-8
-0% -$476 0.37% 41
2025
Q2 		$1.97M Buy
35,649
+249
+0.7% +$13.4K 0.39% 41
2025
Q1 		$1.72M Buy
35,400
+203
+0.6% +$11.1K 0.4% 40
2024
Q4 		$1.91M Sell
35,197
-496
-1% -$26.8K 0.41% 42
2024
Q3 		$1.69M Sell
35,693
-20
-0.1% -$838 0.38% 41
2024
Q2 		$1.36M Buy
35,713
+3,544
+11% +$139K 0.33% 41
2024
Q1 		$1.35M Sell
32,169
-473
-1% -$19.1K 0.33% 40
2023
Q4 		$1.31M Sell
32,642
-579
-2% -$19.6K 0.34% 40
2023
Q3 		$1.11M Sell
33,221
-89
-0.3% -$3K 0.31% 41
2023
Q2 		$1.09M Buy
33,310
+990
+3% +$31.8K 0.3% 42
2023
Q1 		$1.06M Buy
32,320
+421
+1% +$13.7K 0.33% 41
2022
Q4 		$915K Buy
+31,899
New +$960K 0.29% 42

Other funds holding BAM

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Kirr Marbach & Co's BAM Position: Q3 2026 in Review

Kirr Marbach & Co increased its Brookfield Asset Management (BAM) stake by 2.2% in Q3 2026, buying an estimated $70.4K and bringing the position to 65,688 shares worth $2.93M. The position accounts for 0.55% of the portfolio, ranked #40.

Kirr Marbach & Co first reported a position in BAM in Q4 2022 and has held it in 16 quarters since. 202 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

  • Kirr Marbach & Co held 65,688 shares of Brookfield Asset Management worth $2.93M as of Q3 2026.
  • Kirr Marbach & Co bought 1,442 Brookfield Asset Management shares in Q3 2026, an estimated $70.4K.
  • Brookfield Asset Management made up 0.55% of Kirr Marbach & Co's portfolio in Q3 2026, its #40 holding.
  • Kirr Marbach & Co first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 16 quarters since.
  • 202 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Kirr Marbach & Co's 13F filing for Q3 2026, filed 20 Oct 2026.