Physician Wealth Advisors’s Brookfield Asset Management BAM Stock Holding History

Physician Wealth 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
2026 Q3	$2.76K	Buy	62 +13	+27%	+$635	﹤0.01%	1409
2026 Q2	$2.2K	Sell	49 -8	-14%	-$378	﹤0.01%	1466
2026 Q1	$2.53K	Sell	57 -19	-25%	-$928	﹤0.01%	1250
2025 Q4	$3.98K	Buy	76 +11	+17%	+$591	﹤0.01%	1050
2025 Q3	$3.7K	Hold	65	–	–	﹤0.01%	1010
2025 Q2	$3.59K	Buy	+65	New	+$3.49K	﹤0.01%	883
2025 Q1	–	Sell	-5	Closed	-$271	–	1447
2024 Q4	$271	Buy	+5	New	+$270	﹤0.01%	1114

Other funds holding BAM

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Physician Wealth Advisors's BAM Position: Q3 2026 in Review

Physician Wealth Advisors increased its Brookfield Asset Management (BAM) stake by 27% in Q3 2026, buying an estimated $635 and bringing the position to 62 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Physician Wealth Advisors first reported a position in BAM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.98K in Q4 2025. 183 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

Physician Wealth Advisors held 62 shares of Brookfield Asset Management worth $2.76K as of Q3 2026.
Physician Wealth Advisors bought 13 Brookfield Asset Management shares in Q3 2026, an estimated $635.
Brookfield Asset Management made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1409 holding.
Physician Wealth Advisors first reported a position in Brookfield Asset Management in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Brookfield Asset Management position peaked at $3.98K in Q4 2025.
183 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.