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Laird Norton Wetherby Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Laird Norton Wetherby Wealth Management’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
Q3 		$253K Buy
4,447
+369
+9% +$21.9K 0.01% 808
2025
Q2 		$225K Buy
+4,078
New +$219K 0.01% 827
2024
Q4 		$211K Buy
+3,902
New +$211K 0.01% 818

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's BAM Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Brookfield Asset Management (BAM) stake by 9% in Q3 2025, buying an estimated $21.9K and bringing the position to 4,447 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #808.

Laird Norton Wetherby Wealth Management first reported a position in BAM in Q4 2024 and has held it in 3 quarters since. 586 funds tracked by Wall St. Rank hold BAM as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 4,447 shares of Brookfield Asset Management worth $253K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 369 Brookfield Asset Management shares in Q3 2025, an estimated $21.9K.
  • Brookfield Asset Management made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #808 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Brookfield Asset Management in Q4 2024 and has held it in 3 quarters since.
  • 586 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.