United Services Automobile Association’s Brookfield Asset Management BAM Stock Holding History

United Services Automobile Association’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 Q2	–	Sell	-12,824	Closed	-$623K	–	123
2025 Q1	$623K	Buy	12,824 +445	+4%	+$24.3K	0.02%	435
2024 Q4	$1.39M	Sell	12,379 -150	-1%	-$8.1K	0.05%	173
2024 Q3	$592K	Sell	12,529 -1,823	-13%	-$76.4K	0.02%	265
2024 Q2	$546K	Sell	14,352 -300	-2%	-$11.8K	0.01%	322
2024 Q1	$615K	Buy	14,652 +2,428	+20%	+$98.2K	0.02%	307
2023 Q4	$491K	Hold	12,224	–	–	0.01%	340
2023 Q3	$407K	Buy	12,224 +2,116	+21%	+$71.4K	0.01%	329
2023 Q2	$330K	Hold	10,108	–	–	0.01%	305
2023 Q1	$331K	Buy	+10,108	New	+$328K	0.01%	295

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

United Services Automobile Association's BAM Position: Q2 2025 in Review

United Services Automobile Association sold out of Brookfield Asset Management (BAM) in Q2 2025, closing a stake of 12,824 shares — an estimated $623K sold.

United Services Automobile Association first reported a position in BAM in Q1 2023 and held it in 9 quarters. The position peaked at $1.39M in Q4 2024. 604 funds tracked by Wall St. Rank hold BAM as of Q2 2025.

United Services Automobile Association reported no remaining Brookfield Asset Management position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 12,824 Brookfield Asset Management shares in Q2 2025, an estimated $623K.
United Services Automobile Association first reported a position in Brookfield Asset Management in Q1 2023 and held it in 9 quarters.
United Services Automobile Association's Brookfield Asset Management position peaked at $1.39M in Q4 2024.
604 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.