Lindbrook Capital’s Brookfield Asset Management BAM Stock Holding History

Lindbrook Capital’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 Q1	$117K	Buy	2,413 +239	+11%	+$13K	0.01%	617
2024 Q4	$118K	Buy	2,174 +370	+21%	+$20K	0.01%	514
2024 Q3	$85.3K	Buy	1,804 +14	+0.8%	+$587	0.01%	605
2024 Q2	$68.1K	Buy	1,790 +23	+1%	+$904	0.01%	672
2024 Q1	$74.2K	Hold	1,767	–	–	0.01%	639
2023 Q4	$71K	Hold	1,767	–	–	0.01%	633
2023 Q3	$58.9K	Hold	1,767	–	–	0.01%	626
2023 Q2	$57.7K	Hold	1,767	–	–	0.01%	662
2023 Q1	$57.8K	Buy	+1,767	New	+$57.4K	0.01%	642

Other funds holding BAM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Lindbrook Capital's BAM Position: Q1 2025 in Review

Lindbrook Capital increased its Brookfield Asset Management (BAM) stake by 11% in Q1 2025, buying an estimated $13K and bringing the position to 2,413 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #617.

Lindbrook Capital first reported a position in BAM in Q1 2023 and has held it in 9 quarters since. The position peaked at $118K in Q4 2024. 586 funds tracked by Wall St. Rank hold BAM as of Q1 2025.

Lindbrook Capital held 2,413 shares of Brookfield Asset Management worth $117K as of Q1 2025.
Lindbrook Capital bought 239 Brookfield Asset Management shares in Q1 2025, an estimated $13K.
Brookfield Asset Management made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #617 holding.
Lindbrook Capital first reported a position in Brookfield Asset Management in Q1 2023 and has held it in 9 quarters since.
Lindbrook Capital's Brookfield Asset Management position peaked at $118K in Q4 2024.
586 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.