Thrive Wealth Management
BAM icon

Thrive Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Thrive Wealth 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
Q3 		$267K Hold
6,000
– – 0.03% 214
2026
Q2 		$269K Buy
+6,000
New +$283K 0.03% 208

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Montrusco Bolton Investments
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Thrive Wealth Management's BAM Position: Q3 2026 in Review

Thrive Wealth Management held its Brookfield Asset Management (BAM) position steady in Q3 2026 at 6,000 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #214.

Thrive Wealth Management first reported a position in BAM in Q2 2026 and has held it in 2 quarters since. The position peaked at $269K in Q2 2026. 111 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

  • Thrive Wealth Management held 6,000 shares of Brookfield Asset Management worth $267K as of Q3 2026.
  • Thrive Wealth Management left its Brookfield Asset Management share count unchanged in Q3 2026.
  • Brookfield Asset Management made up 0.03% of Thrive Wealth Management's portfolio in Q3 2026, its #214 holding.
  • Thrive Wealth Management first reported a position in Brookfield Asset Management in Q2 2026 and has held it in 2 quarters since.
  • Thrive Wealth Management's Brookfield Asset Management position peaked at $269K in Q2 2026.
  • 111 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.