Smartleaf Asset Management’s Brookfield Asset Management BAM Stock Holding History

Smartleaf Asset 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	$94.9K	Sell	2,199 -348	-14%	-$17K	﹤0.01%	1140
2025 Q4	$134K	Buy	2,547 +146	+6%	+$7.85K	0.01%	1031
2025 Q3	$140K	Buy	2,401 +2,181	+991%	+$130K	0.01%	886
2025 Q2	$12.1K	Buy	220 +78	+55%	+$4.19K	﹤0.01%	1756
2025 Q1	$6.89K	Sell	142 -14	-9%	-$763	﹤0.01%	2074
2024 Q4	$8.52K	Buy	156 +107	+218%	+$5.78K	﹤0.01%	2055
2024 Q3	$2.31K	Sell	49 -202	-80%	-$8.46K	﹤0.01%	2427
2024 Q2	$9.59K	Buy	+251	New	+$9.87K	﹤0.01%	1438

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

Smartleaf Asset Management's BAM Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Brookfield Asset Management (BAM) stake by 14% in Q1 2026, selling an estimated $17K and leaving 2,199 shares worth $94.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Smartleaf Asset Management first reported a position in BAM in Q2 2024 and has held it in 8 quarters since. The position peaked at $140K in Q3 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Smartleaf Asset Management held 2,199 shares of Brookfield Asset Management worth $94.9K as of Q1 2026.
Smartleaf Asset Management sold 348 Brookfield Asset Management shares in Q1 2026, an estimated $17K.
Brookfield Asset Management made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1140 holding.
Smartleaf Asset Management first reported a position in Brookfield Asset Management in Q2 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's Brookfield Asset Management position peaked at $140K in Q3 2025.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.