SageView Advisory Group’s Brookfield Asset Management BAM Stock Holding History

SageView Advisory 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
2025 Q4	$30.8K	Sell	588 -3,235	-85%	-$174K	﹤0.01%	1274
2025 Q3	$218K	Sell	3,823 -81	-2%	-$4.82K	0.01%	609
2025 Q2	$245K	Buy	+3,904	New	+$210K	0.01%	548
2025 Q1	–	Sell	-4,183	Closed	-$227K	–	602
2024 Q4	$227K	Sell	4,183 -169	-4%	-$9.13K	0.01%	535
2024 Q3	$206K	Buy	+4,352	New	+$182K	0.01%	491
2024 Q2	–	Sell	-6,490	Closed	-$273K	–	564
2024 Q1	$273K	Buy	+6,490	New	+$262K	0.01%	434

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

SageView Advisory Group's BAM Position: Q4 2025 in Review

SageView Advisory Group reduced its Brookfield Asset Management (BAM) stake by 85% in Q4 2025, selling an estimated $174K and leaving 588 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

SageView Advisory Group first reported a position in BAM in Q1 2024 and has held it in 6 quarters since. The position peaked at $273K in Q1 2024. 628 funds tracked by Wall St. Rank hold BAM as of Q4 2025.

SageView Advisory Group held 588 shares of Brookfield Asset Management worth $30.8K as of Q4 2025.
SageView Advisory Group sold 3,235 Brookfield Asset Management shares in Q4 2025, an estimated $174K.
Brookfield Asset Management made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1274 holding.
SageView Advisory Group first reported a position in Brookfield Asset Management in Q1 2024 and has held it in 6 quarters since.
SageView Advisory Group's Brookfield Asset Management position peaked at $273K in Q1 2024.
628 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.