Blue Zone Wealth Advisors, LLC / BAM
Blue Zone Wealth Advisors, LLC’s Brookfield Asset Managmt Ltd Position
Does Blue Zone Wealth Advisors, LLC own Brookfield Asset Managmt Ltd (BAM)? Yes — 193.2K shares worth $9M (+1.75% of its 13F portfolio) as of Q1 2026, up from 181.0K shares the prior filed quarter.
Position Value
$9M
Q1 2026
Shares
193.2K
% of Portfolio
+1.75%
Quarters Held
13
currently held
Position History BAM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 193.2K | $9M | +1.75% |
| Q4 2025 | 181.0K | $9M | +1.81% |
| Q3 2025 | 176.4K | $10M | +2.00% |
| Q2 2025 | 174.9K | $10M | +2.41% |
| Q1 2025 | 171.9K | $8M | +2.31% |
| Q4 2024 | 152.1K | $8M | +2.38% |
| Q3 2024 | 150.1K | $7M | +2.21% |
| Q2 2024 | 128.7K | $5M | +1.69% |
| Q1 2024 | 129.9K | $5M | +1.88% |
| Q4 2023 | 124.1K | $5M | +1.99% |
| Q3 2023 | 121.0K | $4M | +1.77% |
| Q2 2023 | 92.3K | $3M | +1.39% |
| Q1 2023 | 90.2K | $3M | +1.58% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Blue Zone Wealth Advisors, LLC’s full portfolio or all institutional holders of BAM.