Western Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Western Wealth 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	$280K	Buy	+6,309	New	+$308K	0.01%	822

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Western Wealth Management's BAM Position: Q1 2026 in Review

Western Wealth Management opened a new position in Brookfield Asset Management (BAM) in Q1 2026: 6,309 shares worth $280K. The stake represents 0.01% of the portfolio and ranks #822 among its holdings.

625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Western Wealth Management held 6,309 shares of Brookfield Asset Management worth $280K as of Q1 2026.
Brookfield Asset Management was a new Western Wealth Management position in Q1 2026.
Brookfield Asset Management made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #822 holding.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.