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Vise Technologies’s Brookfield Asset Management BAM Stock Holding History

Vise Technologies’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 		$408K Hold
7,781
– – 0.01% 989
2025
Q4 		$408K Sell
7,781
-2,072
-21% -$111K 0.01% 995
2025
Q3 		$561K Buy
9,853
+2,430
+33% +$145K 0.02% 625
2025
Q2 		$410K Buy
+7,423
New +$398K 0.02% 716

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vise Technologies's BAM Position: Q1 2026 in Review

Vise Technologies held its Brookfield Asset Management (BAM) position steady in Q1 2026 at 7,781 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #989.

Vise Technologies first reported a position in BAM in Q2 2025 and has held it in 4 quarters since. The position peaked at $561K in Q3 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • Vise Technologies held 7,781 shares of Brookfield Asset Management worth $408K as of Q1 2026.
  • Vise Technologies left its Brookfield Asset Management share count unchanged in Q1 2026.
  • Brookfield Asset Management made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #989 holding.
  • Vise Technologies first reported a position in Brookfield Asset Management in Q2 2025 and has held it in 4 quarters since.
  • Vise Technologies's Brookfield Asset Management position peaked at $561K in Q3 2025.
  • 625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.