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Kraematon Investment Advisors’s Brookfield Asset Management BAM Stock Holding History

Kraematon Investment Advisors’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 		$534K Sell
12,016
-57
-0.5% -$2.78K 0.43% 63
2025
Q4 		$632K Buy
12,073
+234
+2% +$12.6K 0.5% 57
2025
Q3 		$674K Buy
11,839
+1,067
+10% +$63.5K 0.58% 49
2025
Q2 		$595K Buy
10,772
+21
+0.2% +$1.13K 0.56% 52
2025
Q1 		$521K Buy
10,751
+22
+0.2% +$1.2K 0.53% 53
2024
Q4 		$581K Buy
10,729
+18
+0.2% +$972 0.57% 53
2024
Q3 		$507K Sell
10,711
-430
-4% -$18K 0.5% 55
2024
Q2 		$424K Buy
11,141
+25
+0.2% +$983 0.43% 57
2024
Q1 		$467K Sell
11,116
-37
-0.3% -$1.5K 0.47% 54
2023
Q4 		$448K Buy
11,153
+20
+0.2% +$676 0.49% 53
2023
Q3 		$371K Sell
11,133
-662
-6% -$22.3K 0.46% 55
2023
Q2 		$385K Sell
11,795
-155
-1% -$4.99K 0.42% 58
2023
Q1 		$391K Buy
11,950
+9,618
+412% +$312K 0.45% 56
2022
Q4 		$66.9K Buy
+2,332
New +$70.2K 0.07% 115

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

Kraematon Investment Advisors's BAM Position: Q1 2026 in Review

Kraematon Investment Advisors reduced its Brookfield Asset Management (BAM) stake by 0.47% in Q1 2026, selling an estimated $2.78K and leaving 12,016 shares worth $534K. The position accounts for 0.43% of the portfolio, ranked #63.

Kraematon Investment Advisors first reported a position in BAM in Q4 2022 and has held it in 14 quarters since. The position peaked at $674K in Q3 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • Kraematon Investment Advisors held 12,016 shares of Brookfield Asset Management worth $534K as of Q1 2026.
  • Kraematon Investment Advisors sold 57 Brookfield Asset Management shares in Q1 2026, an estimated $2.78K.
  • Brookfield Asset Management made up 0.43% of Kraematon Investment Advisors's portfolio in Q1 2026, its #63 holding.
  • Kraematon Investment Advisors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 14 quarters since.
  • Kraematon Investment Advisors's Brookfield Asset Management position peaked at $674K in Q3 2025.
  • 625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Kraematon Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.