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 $74.2B AUM 0.68% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return