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Legacy Investment Solutions’s Brookfield Asset Management BAM Stock Holding History

Legacy Investment Solutions’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
Q2 		$10.5K Buy
+190
New +$10.2K 0.01% 308
2024
Q4 		$11K Hold
190
– – 0.01% 274
2024
Q3 		$10.8K Buy
+190
New +$7.96K 0.01% 300

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Legacy Investment Solutions's BAM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Brookfield Asset Management (BAM) in Q2 2025: 190 shares worth $10.5K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BAM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BAM in Q3 2024 and has held it in 3 quarters since. The position peaked at $11K in Q4 2024. 603 funds tracked by Wall St. Rank hold BAM as of Q2 2025.

  • Legacy Investment Solutions held 190 shares of Brookfield Asset Management worth $10.5K as of Q2 2025.
  • Brookfield Asset Management was a new Legacy Investment Solutions position in Q2 2025.
  • Brookfield Asset Management made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #308 holding.
  • Legacy Investment Solutions first reported a position in Brookfield Asset Management in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Brookfield Asset Management position peaked at $11K in Q4 2024.
  • 603 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.