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Lineweaver Wealth Advisors’s Brookfield Asset Management BAM Stock Holding History

Lineweaver Wealth 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
2025
Q4 		– Sell
-3,644
Closed -$207K – 181
2025
Q3 		$207K Buy
3,644
+22
+0.6% +$1.31K 0.03% 164
2025
Q2 		$200K Buy
+3,622
New +$194K 0.03% 155

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Lineweaver Wealth Advisors's BAM Position: Q4 2025 in Review

Lineweaver Wealth Advisors sold out of Brookfield Asset Management (BAM) in Q4 2025, closing a stake of 3,644 shares — an estimated $207K sold.

Lineweaver Wealth Advisors first reported a position in BAM in Q2 2025 and held it in 2 quarters. The position peaked at $207K in Q3 2025. 628 funds tracked by Wall St. Rank hold BAM as of Q4 2025.

  • Lineweaver Wealth Advisors reported no remaining Brookfield Asset Management position as of Q4 2025 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 3,644 Brookfield Asset Management shares in Q4 2025, an estimated $207K.
  • Lineweaver Wealth Advisors first reported a position in Brookfield Asset Management in Q2 2025 and held it in 2 quarters.
  • Lineweaver Wealth Advisors's Brookfield Asset Management position peaked at $207K in Q3 2025.
  • 628 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q4 2025.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.