Third View Private Wealth’s Brookfield Asset Management BAM Stock Holding History

Third View Private Wealth’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 Q3	$536K	Sell	12,019 -5,508	-31%	-$269K	0.06%	167
2026 Q2	$786K	Buy	17,527 +1,850	+12%	+$87.3K	0.1%	149
2026 Q1	$697K	Buy	15,677 +6,462	+70%	+$316K	0.1%	141
2025 Q4	$483K	Buy	+9,215	New	+$495K	0.07%	176

Other funds holding BAM

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Third View Private Wealth's BAM Position: Q3 2026 in Review

Third View Private Wealth reduced its Brookfield Asset Management (BAM) stake by 31% in Q3 2026, selling an estimated $269K and leaving 12,019 shares worth $536K. The position accounts for 0.06% of the portfolio, ranked #167.

Third View Private Wealth first reported a position in BAM in Q4 2025 and has held it in 4 quarters since. The position peaked at $786K in Q2 2026. 302 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

Third View Private Wealth held 12,019 shares of Brookfield Asset Management worth $536K as of Q3 2026.
Third View Private Wealth sold 5,508 Brookfield Asset Management shares in Q3 2026, an estimated $269K.
Brookfield Asset Management made up 0.06% of Third View Private Wealth's portfolio in Q3 2026, its #167 holding.
Third View Private Wealth first reported a position in Brookfield Asset Management in Q4 2025 and has held it in 4 quarters since.
Third View Private Wealth's Brookfield Asset Management position peaked at $786K in Q2 2026.
302 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.