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

Lowe 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
Q3 		$4.44K Hold
78
– – ﹤0.01% 295
2025
Q2 		$4.31K Hold
78
– – ﹤0.01% 296
2025
Q1 		$3.78K Hold
78
– – ﹤0.01% 307
2024
Q4 		$4.23K Hold
78
– – ﹤0.01% 290
2024
Q3 		$3.69K Buy
+78
New +$3.27K ﹤0.01% 263

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $484B AUM 34.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Lowe Wealth Advisors's BAM Position: Q3 2025 in Review

Lowe Wealth Advisors held its Brookfield Asset Management (BAM) position steady in Q3 2025 at 78 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Lowe Wealth Advisors first reported a position in BAM in Q3 2024 and has held it in 5 quarters since. 587 funds tracked by Wall St. Rank hold BAM as of Q3 2025.

  • Lowe Wealth Advisors held 78 shares of Brookfield Asset Management worth $4.44K as of Q3 2025.
  • Lowe Wealth Advisors left its Brookfield Asset Management share count unchanged in Q3 2025.
  • Brookfield Asset Management made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #295 holding.
  • Lowe Wealth Advisors first reported a position in Brookfield Asset Management in Q3 2024 and has held it in 5 quarters since.
  • 587 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.