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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

BC
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return