LB
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Legacy Bridge’s Brookfield Asset Management BAM Stock Holding History

Legacy Bridge’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 		$40.4K Hold
909
– – 0.02% 207
2025
Q4 		$47.6K Hold
909
– – 0.02% 199
2025
Q3 		$51.8K Hold
909
– – 0.02% 190
2025
Q2 		$50.3K Hold
909
– – 0.02% 183
2025
Q1 		$44K Sell
909
-454
-33% -$24.7K 0.02% 189
2024
Q4 		$73.9K Hold
1,363
– – 0.04% 173
2024
Q3 		$64.5K Hold
1,363
– – 0.03% 185
2024
Q2 		$51.9K Buy
+1,363
New +$53.6K 0.03% 181

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

Legacy Bridge's BAM Position: Q1 2026 in Review

Legacy Bridge held its Brookfield Asset Management (BAM) position steady in Q1 2026 at 909 shares worth $40.4K. The position accounts for 0.02% of the portfolio, ranked #207.

Legacy Bridge first reported a position in BAM in Q2 2024 and has held it in 8 quarters since. The position peaked at $73.9K in Q4 2024. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • Legacy Bridge held 909 shares of Brookfield Asset Management worth $40.4K as of Q1 2026.
  • Legacy Bridge left its Brookfield Asset Management share count unchanged in Q1 2026.
  • Brookfield Asset Management made up 0.02% of Legacy Bridge's portfolio in Q1 2026, its #207 holding.
  • Legacy Bridge first reported a position in Brookfield Asset Management in Q2 2024 and has held it in 8 quarters since.
  • Legacy Bridge's Brookfield Asset Management position peaked at $73.9K in Q4 2024.
  • 625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.