Trust Company of Vermont’s Brookfield Asset Management BAM Stock Holding History

Trust Company of Vermont’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 Q4	$56.1K	Hold	1,070	–	–	﹤0.01%	544
2025 Q3	$60.9K	Hold	1,070	–	–	﹤0.01%	526
2025 Q2	$59.1K	Buy	1,070 +508	+90%	+$27.3K	﹤0.01%	525
2025 Q1	$27.2K	Hold	562	–	–	﹤0.01%	617
2024 Q4	$30.5K	Hold	562	–	–	﹤0.01%	605
2024 Q3	$26.6K	Hold	562	–	–	﹤0.01%	612
2024 Q2	$21.4K	Hold	562	–	–	﹤0.01%	602
2024 Q1	$23.6K	Hold	562	–	–	﹤0.01%	594
2023 Q4	$22.6K	Sell	562 -2,434	-81%	-$82.3K	﹤0.01%	531
2023 Q3	$99.9K	Sell	2,996 -10,308	-77%	-$348K	0.01%	368
2023 Q2	$434K	Sell	13,304 -5,566	-29%	-$179K	0.03%	232
2023 Q1	$617K	Sell	18,870 -7,158	-28%	-$232K	0.04%	207
2022 Q4	$746K	Buy	+26,028	New	+$783K	0.05%	194

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Trust Company of Vermont's BAM Position: Q4 2025 in Review

Trust Company of Vermont held its Brookfield Asset Management (BAM) position steady in Q4 2025 at 1,070 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Trust Company of Vermont first reported a position in BAM in Q4 2022 and has held it in 13 quarters since. The position peaked at $746K in Q4 2022. 628 funds tracked by Wall St. Rank hold BAM as of Q4 2025.

Trust Company of Vermont held 1,070 shares of Brookfield Asset Management worth $56.1K as of Q4 2025.
Trust Company of Vermont left its Brookfield Asset Management share count unchanged in Q4 2025.
Brookfield Asset Management made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #544 holding.
Trust Company of Vermont first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 13 quarters since.
Trust Company of Vermont's Brookfield Asset Management position peaked at $746K in Q4 2022.
628 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.