Ridgewood Investments’s Brookfield Asset Management BAM Stock Holding History

Ridgewood Investments’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	-45	Closed	-$2.49K	–	237
2025 Q2	$2.49K	Hold	45	–	–	﹤0.01%	652
2025 Q1	$2.18K	Hold	45	–	–	﹤0.01%	614
2024 Q4	$2.44K	Hold	45	–	–	﹤0.01%	634
2024 Q3	$2.13K	Sell	45 -1	-2%	-$42	﹤0.01%	657
2024 Q2	$1.75K	Buy	+46	New	+$1.81K	﹤0.01%	673
2023 Q3	–	Sell	-108	Closed	-$3.52K	–	226
2023 Q2	$3.52K	Hold	108	–	–	﹤0.01%	638
2023 Q1	$3.53K	Buy	+108	New	+$3.51K	﹤0.01%	635

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ridgewood Investments's BAM Position: Q3 2025 in Review

Ridgewood Investments sold out of Brookfield Asset Management (BAM) in Q3 2025, closing a stake of 45 shares — an estimated $2.49K sold.

Ridgewood Investments first reported a position in BAM in Q1 2023 and held it in 7 quarters. The position peaked at $3.53K in Q1 2023. 587 funds tracked by Wall St. Rank hold BAM as of Q3 2025.

Ridgewood Investments reported no remaining Brookfield Asset Management position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 45 Brookfield Asset Management shares in Q3 2025, an estimated $2.49K.
Ridgewood Investments first reported a position in Brookfield Asset Management in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's Brookfield Asset Management position peaked at $3.53K in Q1 2023.
587 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.