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

Ritholtz Wealth 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 Q1	$608K	Buy	13,680 +8,432	+161%	+$412K	0.01%	719
2025 Q4	$275K	Buy	5,248 +63	+1%	+$3.39K	0.01%	931
2025 Q3	$295K	Sell	5,185 -56	-1%	-$3.33K	0.01%	839
2025 Q2	$290K	Sell	5,241 -7,764	-60%	-$417K	0.01%	805
2025 Q1	$630K	Sell	13,005 -74	-0.6%	-$4.03K	0.02%	526
2024 Q4	$709K	Buy	13,079 +8,179	+167%	+$442K	0.02%	469
2024 Q3	$232K	Buy	+4,900	New	+$205K	0.01%	772

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

Ritholtz Wealth Management's BAM Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Brookfield Asset Management (BAM) stake by 161% in Q1 2026, buying an estimated $412K and bringing the position to 13,680 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #719.

Ritholtz Wealth Management first reported a position in BAM in Q3 2024 and has held it in 7 quarters since. The position peaked at $709K in Q4 2024. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Ritholtz Wealth Management held 13,680 shares of Brookfield Asset Management worth $608K as of Q1 2026.
Ritholtz Wealth Management bought 8,432 Brookfield Asset Management shares in Q1 2026, an estimated $412K.
Brookfield Asset Management made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #719 holding.
Ritholtz Wealth Management first reported a position in Brookfield Asset Management in Q3 2024 and has held it in 7 quarters since.
Ritholtz Wealth Management's Brookfield Asset Management position peaked at $709K in Q4 2024.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.