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My Legacy Advisors’s Brookfield Asset Management BAM Stock Holding History

My Legacy 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
Q2 		$304K Sell
5,376
-95
-2% -$5.1K 0.11% 174
2025
Q1 		$265K Buy
5,471
+84
+2% +$4.58K 0.1% 186
2024
Q4 		$292K Buy
5,387
+707
+15% +$38.2K 0.11% 173
2024
Q3 		$221K Sell
4,680
-765
-14% -$32.1K 0.09% 190
2024
Q2 		$207K Buy
+5,445
New +$214K 0.07% 206

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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

My Legacy Advisors's BAM Position: Q2 2025 in Review

My Legacy Advisors reduced its Brookfield Asset Management (BAM) stake by 1.7% in Q2 2025, selling an estimated $5.1K and leaving 5,376 shares worth $304K. The position accounts for 0.11% of the portfolio, ranked #174.

My Legacy Advisors first reported a position in BAM in Q2 2024 and has held it in 5 quarters since. 604 funds tracked by Wall St. Rank hold BAM as of Q2 2025.

  • My Legacy Advisors held 5,376 shares of Brookfield Asset Management worth $304K as of Q2 2025.
  • My Legacy Advisors sold 95 Brookfield Asset Management shares in Q2 2025, an estimated $5.1K.
  • Brookfield Asset Management made up 0.11% of My Legacy Advisors's portfolio in Q2 2025, its #174 holding.
  • My Legacy Advisors first reported a position in Brookfield Asset Management in Q2 2024 and has held it in 5 quarters since.
  • 604 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.