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

Parkworth 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
2025
Q2 		$55 Hold
1
– – ﹤0.01% 1262
2025
Q1 		$48 Hold
1
– – ﹤0.01% 1112
2024
Q4 		$54 Buy
+1
New +$54 ﹤0.01% 1138

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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Parkworth Wealth Management's BAM Position: Q2 2025 in Review

Parkworth Wealth Management held its Brookfield Asset Management (BAM) position steady in Q2 2025 at 1 share worth $55. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Parkworth Wealth Management first reported a position in BAM in Q4 2024 and has held it in 3 quarters since. 603 funds tracked by Wall St. Rank hold BAM as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Brookfield Asset Management worth $55 as of Q2 2025.
  • Parkworth Wealth Management left its Brookfield Asset Management share count unchanged in Q2 2025.
  • Brookfield Asset Management made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1262 holding.
  • Parkworth Wealth Management first reported a position in Brookfield Asset Management in Q4 2024 and has held it in 3 quarters since.
  • 603 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.