Proficio Capital Partners’s Brookfield Asset Management BAM Stock Holding History

Proficio Capital Partners’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 Q1	$288K	Buy	6,483 +44	+0.7%	+$2.15K	0.02%	214
2025 Q4	$337K	Sell	6,439 -15	-0.2%	-$806	0.02%	190
2025 Q3	$367K	Sell	6,454 -27	-0.4%	-$1.61K	0.03%	153
2025 Q2	$358K	Hold	6,481	–	–	0.02%	300
2025 Q1	$314K	Hold	6,481	–	–	0.02%	282
2024 Q4	$351K	Buy	6,481 +15	+0.2%	+$810	0.03%	241
2024 Q3	$306K	Sell	6,466 -53	-0.8%	-$2.22K	0.03%	214
2024 Q2	$248K	Buy	+6,519	New	+$256K	0.03%	280

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Proficio Capital Partners's BAM Position: Q1 2026 in Review

Proficio Capital Partners increased its Brookfield Asset Management (BAM) stake by 0.68% in Q1 2026, buying an estimated $2.15K and bringing the position to 6,483 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #214.

Proficio Capital Partners first reported a position in BAM in Q2 2024 and has held it in 8 quarters since. The position peaked at $367K in Q3 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Proficio Capital Partners held 6,483 shares of Brookfield Asset Management worth $288K as of Q1 2026.
Proficio Capital Partners bought 44 Brookfield Asset Management shares in Q1 2026, an estimated $2.15K.
Brookfield Asset Management made up 0.02% of Proficio Capital Partners's portfolio in Q1 2026, its #214 holding.
Proficio Capital Partners first reported a position in Brookfield Asset Management in Q2 2024 and has held it in 8 quarters since.
Proficio Capital Partners's Brookfield Asset Management position peaked at $367K in Q3 2025.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.