Ken Fisher's BAM Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 3.6K shares of Brookfield Asset Management Ltd. (BAM) worth $206,179, representing 0.00% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in BAM, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 1.6K shares. Largest reduction occurred in Q2 2025, reducing 4.2K shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Brookfield Asset Management (BAM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Brookfield Asset Management (BAM) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2015 | +10,080 | New Buy | 10,080 | $23.71 |
| Q2 2015 | -884 | Reduce 8.77% | 9,196 | $23.16 |
| Q3 2015 | -9,196 | Sold Out | 9,196 | $0.00 |
| Q4 2015 | +10,802 | New Buy | 10,802 | $20.83 |
| Q1 2016 | -10,802 | Sold Out | 10,802 | $0.00 |
| Q2 2016 | +9,164 | New Buy | 9,164 | $22.59 |
| Q3 2016 | +266 | Add 2.90% | 9,430 | $23.33 |
| Q4 2016 | -9,430 | Sold Out | 9,430 | $0.00 |
| Q1 2017 | +8,891 | New Buy | 8,891 | $24.18 |
| Q2 2017 | +418 | Add 4.70% | 9,309 | $26.00 |
| Q3 2017 | +284 | Add 3.05% | 9,593 | $27.31 |
| Q4 2017 | +151 | Add 1.57% | 9,744 | $28.84 |
| Q1 2018 | -853 | Reduce 8.75% | 8,891 | $25.87 |
| Q2 2018 | +868 | Add 9.76% | 9,759 | $26.85 |
| Q3 2018 | +852 | Add 8.73% | 10,611 | $29.50 |
| Q4 2018 | -1,220 | Reduce 11.50% | 9,391 | $25.34 |
| Q1 2019 | -499 | Reduce 5.31% | 8,892 | $30.93 |
| Q2 2019 | +195 | Add 2.19% | 9,087 | $31.58 |
| Q3 2019 | -27 | Reduce 0.30% | 9,060 | $35.10 |
| Q4 2019 | -18 | Reduce 0.20% | 9,042 | $38.27 |
| Q1 2020 | +1,216 | Add 13.45% | 10,258 | $29.34 |
| Q2 2020 | -224 | Reduce 2.18% | 10,034 | $32.69 |
| Q3 2020 | -549 | Reduce 5.47% | 9,485 | $32.79 |
| Q4 2020 | +1,482 | Add 15.62% | 10,967 | $40.94 |
| Q1 2021 | -772 | Reduce 7.04% | 10,195 | $44.24 |
| Q2 2021 | -230 | Reduce 2.26% | 9,965 | $50.98 |
| Q3 2021 | -108 | Reduce 1.08% | 9,857 | $53.46 |
| Q4 2021 | +150 | Add 1.52% | 10,007 | $60.36 |
| Q1 2022 | +1,281 | Add 12.80% | 11,288 | $56.61 |
| Q2 2022 | -146 | Reduce 1.29% | 11,142 | $44.43 |
| Q3 2022 | -1,561 | Reduce 14.01% | 9,581 | $40.91 |
| Q4 2022 | -9,581 | Sold Out | 9,581 | $0.00 |
| Q2 2025 | +5,363 | New Buy | 5,363 | $55.28 |
| Q3 2025 | -1,742 | Reduce 32.48% | 3,621 | $56.94 |
Ken Fisher's Brookfield Asset Management Investment FAQs
Ken Fisher first purchased Brookfield Asset Management Ltd. (BAM) in Q1 2015, acquiring 10,080 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Brookfield Asset Management Ltd. (BAM) for 43 quarters since Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to Brookfield Asset Management Ltd. (BAM) was in Q4 2015, adding 10,802 shares worth $225,000. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 3,621 shares of Brookfield Asset Management Ltd. (BAM), valued at approximately $206,179. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Brookfield Asset Management Ltd. (BAM) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's peak holding in Brookfield Asset Management Ltd. (BAM) was 11,288 shares, as reported at the end of Q1 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.