Mirabella Financial Services’s Brookfield Asset Management BAM Stock Holding History

Mirabella Financial Services’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	-12,767	Closed	-$708K	–	254
2025 Q2	$708K	Sell	12,767 -29,761	-70%	-$1.6M	0.07%	167
2025 Q1	$2.06M	Buy	42,528 +27,126	+176%	+$1.48M	0.08%	151
2024 Q4	$832K	Buy	+15,402	New	+$832K	0.08%	179
2024 Q3	–	Sell	-20,720	Closed	-$788K	–	192
2024 Q2	$788K	Buy	+20,720	New	+$815K	0.06%	190

Other funds holding BAM

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mirabella Financial Services's BAM Position: Q3 2025 in Review

Mirabella Financial Services sold out of Brookfield Asset Management (BAM) in Q3 2025, closing a stake of 12,767 shares — an estimated $708K sold.

Mirabella Financial Services first reported a position in BAM in Q2 2024 and held it in 4 quarters. The position peaked at $2.06M in Q1 2025. 587 funds tracked by Wall St. Rank hold BAM as of Q3 2025.

Mirabella Financial Services reported no remaining Brookfield Asset Management position as of Q3 2025 after selling out during the quarter.
Mirabella Financial Services sold 12,767 Brookfield Asset Management shares in Q3 2025, an estimated $708K.
Mirabella Financial Services first reported a position in Brookfield Asset Management in Q2 2024 and held it in 4 quarters.
Mirabella Financial Services's Brookfield Asset Management position peaked at $2.06M in Q1 2025.
587 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2025.

Based on Mirabella Financial Services's 13F filing for Q3 2025, filed 14 Nov 2025.