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Brookfield Asset Management shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Brookfield Asset Management

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All positions including Brookfield Asset Management held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Asset Management by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.4k 166 44.85

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Vanguard FTSE Developed Markets ETF Equity (VEA)
JP Morgan Active Emerging Market Equity (JEMA)
Calamos S&P Structured ALT ETF Equity (CPSL)
Eagle Capital Select Equity ETF Equity (EAGL)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Loar Holdings Equity (LOAR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Schwab Mid Cap Blend ETF Equity (SCHM)
Microsoft Corp Equity (MSFT)
iShares S&P 500 Growth Equity (IVW)

View all positions for Burkett Financial Services

Top funds holding Brookfield Asset Management

Brookfield Asset Management
Partners Value Investments
Royal Bank of Canada
TD Asset Management
Principal Financial Group
Vanguard Capital Management
Bank Of Montreal
Capital World Investors
Mackenzie Financial
FMR
Capital Research and Management Company - Division 3
Morgan Stanley
Fil
BlackRock
Manufacturers Life Insurance Company

View all funds holding Brookfield Asset Management