Crescent Grove Advisors »

Brookfield Asset Management shares owned by Crescent Grove Advisors

Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Crescent Grove Advisors from 13F filings

Historical chart of Crescent Grove Advisors investment in Brookfield Asset Management

Tip: Access up to 7 years of quarterly data

All positions including Brookfield Asset Management held by Crescent Grove Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Brookfield Asset Management by Crescent Grove Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $262k 4.6k 56.94
2025-06-30 $219k 4.0k 55.28

More positions owned by Crescent Grove Advisors

Zurn Water Solutions Comm (ZWS)
iShares S&P 500 ETF Etf (IVV)
Vanguard 500 Index Fund ETF Etf (VOO)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Total Stock Market ETF Etf (VTI)
Intercontinental Comm (ICE)
CDW Corporation Comm (CDW)
iShares Core MSCI Emerging Markets ETF Etf (IEMG)
Invesco Powershares QQQ ETF Etf (QQQ)
iShares Core S&P Small-Cap ETF Etf (IJR)
Apple Comm (AAPL)
iShares Short Treasury ETF Etf (SHV)
iShares Russell 1000 Growth ETF Etf (IWF)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Fidelity National Financial Comm (FNF)

View all positions for Crescent Grove Advisors

Top funds holding Brookfield Asset Management

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

View all funds holding Brookfield Asset Management