Tucker Asset Management’s Brookfield Asset Management BAM Stock Holding History

Tucker Asset 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
2025 Q4	$3.62K	Buy	+69	New	+$3.71K	﹤0.01%	750
2025 Q1	–	Sell	-69	Closed	-$3.74K	–	370
2024 Q4	$3.74K	Hold	69	–	–	﹤0.01%	1067
2024 Q3	$3.26K	Hold	69	–	–	﹤0.01%	1044
2024 Q2	$2.63K	Hold	69	–	–	﹤0.01%	1251
2024 Q1	$2.9K	Hold	69	–	–	﹤0.01%	1236
2023 Q4	$2.77K	Hold	69	–	–	﹤0.01%	1057
2023 Q3	$2.3K	Hold	69	–	–	﹤0.01%	1009
2023 Q2	$2.25K	Hold	69	–	–	﹤0.01%	831
2023 Q1	$2.26K	Hold	69	–	–	﹤0.01%	872
2022 Q4	$2.02K	Buy	+69	New	+$2.08K	﹤0.01%	553

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

Tucker Asset Management's BAM Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Brookfield Asset Management (BAM) in Q4 2025: 69 shares worth $3.62K. The stake represents ﹤0.01% of the portfolio and ranks #750 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in BAM as recently as Q4 2024.

Tucker Asset Management first reported a position in BAM in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.74K in Q4 2024. 627 funds tracked by Wall St. Rank hold BAM as of Q4 2025.

Tucker Asset Management held 69 shares of Brookfield Asset Management worth $3.62K as of Q4 2025.
Brookfield Asset Management was a new Tucker Asset Management position in Q4 2025.
Brookfield Asset Management made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #750 holding.
Tucker Asset Management first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 10 quarters since.
Tucker Asset Management's Brookfield Asset Management position peaked at $3.74K in Q4 2024.
627 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.