BOLTON SECURITIES CORPORATION’s Brookfield Asset Management BAM Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$1.4K	Buy	+29	New	+$1.58K	﹤0.01%	1760

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BAM Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Brookfield Asset Management (BAM) in Q1 2025: 29 shares worth $1.4K. The stake represents ﹤0.01% of the portfolio and ranks #1760 among its holdings.

590 funds tracked by Wall St. Rank hold BAM as of Q1 2025.

BOLTON SECURITIES CORPORATION held 29 shares of Brookfield Asset Management worth $1.4K as of Q1 2025.
Brookfield Asset Management was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Brookfield Asset Management made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #1760 holding.
590 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.