MFG
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Mendota Financial Group’s Brookfield Asset Management BAM Stock Holding History

Mendota Financial Group’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 		– Sell
-750
Closed -$40.6K – 133
2024
Q4 		$40.6K Hold
750
– – 0.03% 173
2024
Q3 		$35.5K Hold
750
– – 0.02% 193
2024
Q2 		$28.5K Hold
750
– – 0.02% 199
2024
Q1 		$31.5K Sell
750
-120
-14% -$4.85K 0.02% 197
2023
Q4 		$34.9K Buy
870
+120
+16% +$4.06K 0.03% 215
2023
Q3 		$25K Hold
750
– – 0.03% 167
2023
Q2 		$24.5K Buy
+750
New +$24.1K 0.03% 167
2023
Q1 		– Sell
-750
Closed -$21.5K – 309
2022
Q4 		$21.5K Buy
+750
New +$22.6K 0.03% 174

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PVI
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Capital World Investors
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $427B AUM 29.17% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return