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Stonebridge Financial Group (Pennsylvania)’s Brookfield Asset Management BAM Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-44
Closed -$2.13K – 292
2025
Q1 		$2.13K Hold
44
– – ﹤0.01% 783
2024
Q4 		$2.38K Buy
+44
New +$2.38K ﹤0.01% 739

Other funds holding BAM

BC
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s BAM Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Brookfield Asset Management (BAM) in Q2 2025, closing a stake of 44 shares — an estimated $2.13K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in BAM in Q4 2024 and held it in 2 quarters. The position peaked at $2.38K in Q4 2024. 604 funds tracked by Wall St. Rank hold BAM as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Brookfield Asset Management position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 44 Brookfield Asset Management shares in Q2 2025, an estimated $2.13K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Brookfield Asset Management in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Brookfield Asset Management position peaked at $2.38K in Q4 2024.
  • 604 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.