Stone House Investment Management’s Brookfield Asset Management BAM Stock Holding History

Stone House Investment 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	$33	Hold	1	–	–	﹤0.01%	1050
2025 Q4	$39	Sell	1 -284	-100%	-$15.3K	﹤0.01%	841
2025 Q3	$16.2K	Hold	285	–	–	﹤0.01%	240
2025 Q2	$15.7K	Sell	285 -100	-26%	-$5.37K	﹤0.01%	225
2025 Q1	$18.6K	Buy	+385	New	+$21K	﹤0.01%	215
2024 Q4	–	Sell	-51	Closed	-$2.4K	–	78
2024 Q3	$2.4K	Hold	51	–	–	﹤0.01%	322
2024 Q2	$1.93K	Hold	51	–	–	﹤0.01%	334
2024 Q1	$2.13K	Buy	51 +1	+2%	+$40	﹤0.01%	343
2023 Q4	$2.02K	Buy	+50	New	+$1.69K	﹤0.01%	265

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

Stone House Investment Management's BAM Position: Q1 2026 in Review

Stone House Investment Management held its Brookfield Asset Management (BAM) position steady in Q1 2026 at 1 share worth $33. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Stone House Investment Management first reported a position in BAM in Q4 2023 and has held it in 9 quarters since. The position peaked at $18.6K in Q1 2025. 626 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Stone House Investment Management held 1 share of Brookfield Asset Management worth $33 as of Q1 2026.
Stone House Investment Management left its Brookfield Asset Management share count unchanged in Q1 2026.
Brookfield Asset Management made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #1050 holding.
Stone House Investment Management first reported a position in Brookfield Asset Management in Q4 2023 and has held it in 9 quarters since.
Stone House Investment Management's Brookfield Asset Management position peaked at $18.6K in Q1 2025.
626 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.