Regions Financial Corp’s Brookfield Asset Management BAM Stock Holding History

Regions Financial Corp’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	$592K	Buy	13,327 +8,465	+174%	+$413K	﹤0.01%	570
2025 Q4	$255K	Buy	+4,862	New	+$261K	﹤0.01%	759
2024 Q4	–	Sell	-4,561	Closed	-$216K	–	820
2024 Q3	$216K	Buy	+4,561	New	+$191K	﹤0.01%	797
2024 Q2	–	Sell	-5,384	Closed	-$226K	–	827
2024 Q1	$226K	Sell	5,384 -296	-5%	-$12K	﹤0.01%	767
2023 Q4	$228K	Buy	+5,680	New	+$192K	﹤0.01%	759
2023 Q3	–	Sell	-7,726	Closed	-$252K	–	800
2023 Q2	$252K	Sell	7,726 -11,325	-59%	-$364K	﹤0.01%	733
2023 Q1	$623K	Buy	+19,051	New	+$619K	0.01%	555

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

TD Asset Management

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

Principal Financial Group

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal

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

Capital World Investors

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

Mackenzie Financial

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

Fidelity Investments

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