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

Private Wealth Management Group’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	$3.12K	Sell	70 -51	-42%	-$2.49K	﹤0.01%	1028
2026 Q2	$5.43K	Hold	121	–	–	﹤0.01%	820
2026 Q1	$5.38K	Buy	+121	New	+$5.91K	﹤0.01%	742
2025 Q4	–	Sell	-8	Closed	-$456	–	1474
2025 Q3	$456	Hold	8	–	–	﹤0.01%	1428
2025 Q2	$443	Hold	8	–	–	﹤0.01%	1428
2025 Q1	$388	Hold	8	–	–	﹤0.01%	1430
2024 Q4	$434	Hold	8	–	–	﹤0.01%	1458
2024 Q3	$379	Hold	8	–	–	﹤0.01%	1449
2024 Q2	$305	Hold	8	–	–	﹤0.01%	1479
2024 Q1	$337	Buy	+8	New	+$323	﹤0.01%	1476

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

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

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

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

Private Wealth Management Group reduced its Brookfield Asset Management (BAM) stake by 42% in Q3 2026, selling an estimated $2.49K and leaving 70 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Private Wealth Management Group first reported a position in BAM in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.43K in Q2 2026. 128 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

Private Wealth Management Group held 70 shares of Brookfield Asset Management worth $3.12K as of Q3 2026.
Private Wealth Management Group sold 51 Brookfield Asset Management shares in Q3 2026, an estimated $2.49K.
Brookfield Asset Management made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1028 holding.
Private Wealth Management Group first reported a position in Brookfield Asset Management in Q1 2024 and has held it in 10 quarters since.
Private Wealth Management Group's Brookfield Asset Management position peaked at $5.43K in Q2 2026.
128 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.