MWM
BAM icon

Maridea Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Maridea Wealth Management’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
2026
Q1 		$1.08M Buy
24,351
+5,681
+30% +$277K 0.16% 154
2025
Q4 		$978K Buy
18,670
+3,717
+25% +$200K 0.15% 150
2025
Q3 		$816K Buy
+14,953
New +$889K 0.13% 159

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Maridea Wealth Management's BAM Position: Q1 2026 in Review

Maridea Wealth Management increased its Brookfield Asset Management (BAM) stake by 30% in Q1 2026, buying an estimated $277K and bringing the position to 24,351 shares worth $1.08M. The position accounts for 0.16% of the portfolio, ranked #154.

Maridea Wealth Management first reported a position in BAM in Q3 2025 and has held it in 3 quarters since. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • Maridea Wealth Management held 24,351 shares of Brookfield Asset Management worth $1.08M as of Q1 2026.
  • Maridea Wealth Management bought 5,681 Brookfield Asset Management shares in Q1 2026, an estimated $277K.
  • Brookfield Asset Management made up 0.16% of Maridea Wealth Management's portfolio in Q1 2026, its #154 holding.
  • Maridea Wealth Management first reported a position in Brookfield Asset Management in Q3 2025 and has held it in 3 quarters since.
  • 625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.