Mar Vista Investment Partners’s Brookfield Asset Management BAM Stock Holding History

Mar Vista Investment Partners’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	–	Sell	-61	Closed	-$3.37K	–	36
2025 Q2	$3.37K	Hold	61	–	–	﹤0.01%	57
2025 Q1	$2.96K	Sell	61 -29	-32%	-$1.58K	﹤0.01%	55
2024 Q4	$4.88K	Buy	90 +8	+10%	+$432	﹤0.01%	54
2024 Q3	$3.88K	Hold	82	–	–	﹤0.01%	58
2024 Q2	$3.12K	Sell	82 -19,079	-100%	-$750K	﹤0.01%	61
2024 Q1	$805K	Hold	19,161	–	–	0.04%	43
2023 Q4	$770K	Buy	19,161 +3,329	+21%	+$113K	0.04%	45
2023 Q3	$528K	Hold	15,832	–	–	0.03%	45
2023 Q2	$517K	Buy	15,832 +5	+0%	+$161	0.02%	44
2023 Q1	$518K	Buy	15,827 +486	+3%	+$15.8K	0.02%	45
2022 Q4	$440K	Buy	+15,341	New	+$462K	0.02%	46

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

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 $123B AUM 34.51% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mar Vista Investment Partners's BAM Position: Q3 2025 in Review

Mar Vista Investment Partners sold out of Brookfield Asset Management (BAM) in Q3 2025, closing a stake of 61 shares — an estimated $3.37K sold.

Mar Vista Investment Partners first reported a position in BAM in Q4 2022 and held it in 11 quarters. The position peaked at $805K in Q1 2024. 586 funds tracked by Wall St. Rank hold BAM as of Q3 2025.

Mar Vista Investment Partners reported no remaining Brookfield Asset Management position as of Q3 2025 after selling out during the quarter.
Mar Vista Investment Partners sold 61 Brookfield Asset Management shares in Q3 2025, an estimated $3.37K.
Mar Vista Investment Partners first reported a position in Brookfield Asset Management in Q4 2022 and held it in 11 quarters.
Mar Vista Investment Partners's Brookfield Asset Management position peaked at $805K in Q1 2024.
586 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2025.

Based on Mar Vista Investment Partners's 13F filing for Q3 2025, filed 12 Nov 2025.