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
2026 Q1	–	Sell	-588	Closed	-$30.8K	–	744
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 $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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

SageView Advisory Group's BAM Position: Q1 2026 in Review

SageView Advisory Group sold out of Brookfield Asset Management (BAM) in Q1 2026, closing a stake of 588 shares — an estimated $30.8K sold.

SageView Advisory Group first reported a position in BAM in Q1 2024 and held it in 6 quarters. The position peaked at $273K in Q1 2024. 627 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

SageView Advisory Group reported no remaining Brookfield Asset Management position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 588 Brookfield Asset Management shares in Q1 2026, an estimated $30.8K.
SageView Advisory Group first reported a position in Brookfield Asset Management in Q1 2024 and held it in 6 quarters.
SageView Advisory Group's Brookfield Asset Management position peaked at $273K in Q1 2024.
627 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.