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

Private Wealth Asset 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
2026 Q3	$243K	Buy	4,594 +4,576	+25,422%	+$223K	0.01%	605
2026 Q2	$807	Hold	18	–	–	﹤0.01%	896
2026 Q1	$800	Hold	18	–	–	﹤0.01%	887
2025 Q4	$943	Hold	18	–	–	﹤0.01%	869
2025 Q3	$1.02K	Hold	18	–	–	﹤0.01%	851
2025 Q2	$995	Hold	18	–	–	﹤0.01%	854
2025 Q1	$872	Buy	+18	New	+$981	﹤0.01%	915

Other funds holding BAM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Private Wealth Asset Management's BAM Position: Q3 2026 in Review

Private Wealth Asset Management increased its Brookfield Asset Management (BAM) stake by 25,422% in Q3 2026, buying an estimated $223K and bringing the position to 4,594 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #605.

Private Wealth Asset Management first reported a position in BAM in Q1 2025 and has held it in 7 quarters since. 522 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

Private Wealth Asset Management held 4,594 shares of Brookfield Asset Management worth $243K as of Q3 2026.
Private Wealth Asset Management bought 4,576 Brookfield Asset Management shares in Q3 2026, an estimated $223K.
Brookfield Asset Management made up 0.01% of Private Wealth Asset Management's portfolio in Q3 2026, its #605 holding.
Private Wealth Asset Management first reported a position in Brookfield Asset Management in Q1 2025 and has held it in 7 quarters since.
522 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Private Wealth Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.