Ken Fisher's BAM Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 5,223 shares of Brookfield Asset Management Ltd. (BAM) worth $273,653, representing 0.00% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in BAM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2015, adding 10,802 shares. Largest reduction occurred in Q1 2016, reducing 10,802 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1,602 | Add 44.24% | 5,223 | $52.39 |
| Q3 2025 | -1,742 | Reduce 32.48% | 3,621 | $56.94 |
| Q2 2025 | +5,363 | New Buy | 5,363 | $55.28 |
| Q4 2022 | -9,581 | Sold Out | 0 | $0.00 |
| Q3 2022 | -1,561 | Reduce 14.01% | 9,581 | $40.91 |
| Q2 2022 | -146 | Reduce 1.29% | 11,142 | $44.43 |
| Q1 2022 | +1,281 | Add 12.80% | 11,288 | $56.61 |
| Q4 2021 | +150 | Add 1.52% | 10,007 | $60.36 |
| Q3 2021 | -108 | Reduce 1.08% | 9,857 | $53.46 |
| Q2 2021 | -230 | Reduce 2.26% | 9,965 | $50.98 |
| Q1 2021 | -772 | Reduce 7.04% | 10,195 | $44.24 |
| Q4 2020 | +1,482 | Add 15.62% | 10,967 | $40.94 |
| Q3 2020 | -549 | Reduce 5.47% | 9,485 | $32.79 |
| Q2 2020 | -224 | Reduce 2.18% | 10,034 | $32.69 |
| Q1 2020 | +1,216 | Add 13.45% | 10,258 | $29.34 |
| Q4 2019 | -18 | Reduce 0.20% | 9,042 | $38.27 |
| Q3 2019 | -27 | Reduce 0.30% | 9,060 | $35.10 |
| Q2 2019 | +195 | Add 2.19% | 9,087 | $31.58 |
| Q1 2019 | -499 | Reduce 5.31% | 8,892 | $30.93 |
| Q4 2018 | -1,220 | Reduce 11.50% | 9,391 | $25.34 |
| Q3 2018 | +852 | Add 8.73% | 10,611 | $29.50 |
| Q2 2018 | +868 | Add 9.76% | 9,759 | $26.85 |
| Q1 2018 | -853 | Reduce 8.75% | 8,891 | $25.87 |
| Q4 2017 | +151 | Add 1.57% | 9,744 | $28.84 |
| Q3 2017 | +284 | Add 3.05% | 9,593 | $27.31 |
| Q2 2017 | +418 | Add 4.70% | 9,309 | $26.00 |
| Q1 2017 | +8,891 | New Buy | 8,891 | $24.18 |
| Q4 2016 | -9,430 | Sold Out | 0 | $0.00 |
| Q3 2016 | +266 | Add 2.90% | 9,430 | $23.33 |
| Q2 2016 | +9,164 | New Buy | 9,164 | $22.59 |
| Q1 2016 | -10,802 | Sold Out | 0 | $0.00 |
| Q4 2015 | +10,802 | New Buy | 10,802 | $20.83 |
| Q3 2015 | -9,196 | Sold Out | 0 | $0.00 |
| Q2 2015 | -884 | Reduce 8.77% | 9,196 | $23.16 |
| Q1 2015 | +10,080 | New Buy | 10,080 | $23.71 |
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 35 quarters since Q1 2015.
Ken Fisher's largest addition to Brookfield Asset Management Ltd. (BAM) was in Q4 2015, adding 10,802 shares worth $225,000.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 5,223 shares of Brookfield Asset Management Ltd. (BAM), valued at approximately $273,653.
As of the Q4 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.
Ken Fisher's peak holding in Brookfield Asset Management Ltd. (BAM) was 11,288 shares, as reported at the end of Q1 2022.