SimplyRich’s Brookfield Asset Management BAM Stock Holding History

SimplyRich’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	$277K	Sell	6,254 -4	-0.1%	-$195	0.07%	206
2025 Q4	$327K	Hold	6,258	–	–	0.09%	168
2025 Q3	$356K	Sell	6,258 -1	-0%	-$59	0.1%	166
2025 Q2	$345K	Hold	6,259	–	–	0.1%	173
2025 Q1	$303K	Hold	6,259	–	–	0.09%	180
2024 Q4	$339K	Hold	6,259	–	–	0.1%	163
2024 Q3	$295K	Sell	6,259 -390	-6%	-$16.3K	0.08%	180
2024 Q2	$252K	Buy	6,649 +760	+13%	+$29.9K	0.08%	161
2024 Q1	$248K	Hold	5,889	–	–	0.08%	166
2023 Q4	$237K	Buy	+5,889	New	+$199K	0.08%	160

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

SimplyRich's BAM Position: Q1 2026 in Review

SimplyRich reduced its Brookfield Asset Management (BAM) stake by 0.06% in Q1 2026, selling an estimated $195 and leaving 6,254 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #206.

SimplyRich first reported a position in BAM in Q4 2023 and has held it in 10 quarters since. The position peaked at $356K in Q3 2025. 626 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

SimplyRich held 6,254 shares of Brookfield Asset Management worth $277K as of Q1 2026.
SimplyRich sold 4 Brookfield Asset Management shares in Q1 2026, an estimated $195.
Brookfield Asset Management made up 0.07% of SimplyRich's portfolio in Q1 2026, its #206 holding.
SimplyRich first reported a position in Brookfield Asset Management in Q4 2023 and has held it in 10 quarters since.
SimplyRich's Brookfield Asset Management position peaked at $356K in Q3 2025.
626 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.