Pinnacle Financial Partners (Tennessee)’s Brookfield Asset Management BAM Stock Holding History

Pinnacle Financial Partners (Tennessee)’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	-494	Closed	-$27.3K	–	464
2025 Q2	$27.3K	Hold	494	–	–	﹤0.01%	486
2025 Q1	$26.8K	Hold	494	–	–	﹤0.01%	498
2024 Q4	$23.4K	Hold	494	–	–	﹤0.01%	494
2024 Q3	$23.4K	Sell	494 -9,280	-95%	-$389K	﹤0.01%	494
2024 Q2	$411K	Sell	9,774 -7,697	-44%	-$303K	0.01%	341
2024 Q1	$734K	Sell	17,471 -651	-4%	-$26.3K	0.02%	292
2023 Q4	$729K	Sell	18,122 -4,622	-20%	-$156K	0.02%	277
2023 Q3	$759K	Sell	22,744 -67	-0.3%	-$2.26K	0.02%	267
2023 Q2	$745K	Sell	22,811 -71	-0.3%	-$2.28K	0.02%	268
2023 Q1	$749K	Sell	22,882 -2,846	-11%	-$92.4K	0.02%	268
2022 Q4	$737K	Buy	+25,728	New	+$774K	0.02%	266

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

Pinnacle Financial Partners (Tennessee)'s BAM Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of Brookfield Asset Management (BAM) in Q3 2025, closing a stake of 494 shares — an estimated $27.3K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in BAM in Q4 2022 and held it in 11 quarters. The position peaked at $759K in Q3 2023. 587 funds tracked by Wall St. Rank hold BAM as of Q3 2025.

Pinnacle Financial Partners (Tennessee) reported no remaining Brookfield Asset Management position as of Q3 2025 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 494 Brookfield Asset Management shares in Q3 2025, an estimated $27.3K.
Pinnacle Financial Partners (Tennessee) first reported a position in Brookfield Asset Management in Q4 2022 and held it in 11 quarters.
Pinnacle Financial Partners (Tennessee)'s Brookfield Asset Management position peaked at $759K in Q3 2023.
587 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.