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
2026 Q1	–	Sell	-69	Closed	-$3.62K	–	434
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 $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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tucker Asset Management's BAM Position: Q1 2026 in Review

Tucker Asset Management sold out of Brookfield Asset Management (BAM) in Q1 2026, closing a stake of 69 shares — an estimated $3.62K sold.

Tucker Asset Management first reported a position in BAM in Q4 2022 and held it in 10 quarters. The position peaked at $3.74K in Q4 2024. 627 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Tucker Asset Management reported no remaining Brookfield Asset Management position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 69 Brookfield Asset Management shares in Q1 2026, an estimated $3.62K.
Tucker Asset Management first reported a position in Brookfield Asset Management in Q4 2022 and held it in 10 quarters.
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 Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.