EdgePoint Investment Group Inc. BAM — BROOKFIELD ASSET MGMT INC

Ownership history in EdgePoint Investment Group Inc.  ·  29 quarters on record

AI Ownership Summary

EdgePoint Investment Group Inc. reported BROOKFIELD ASSET MGMT INC (BAM) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.07% in 2025 Q3. The latest visible filing shows BAM at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EdgePoint Investment Group Inc.'s position in BROOKFIELD ASSET MGMT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BAM was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BAM stock page EdgePoint Investment Group Inc. fund profile EdgePoint Investment Group Inc. full holdings
How EdgePoint Investment Group Inc. held BAM — position size vs. price
% of Fund (quarterly)    BAM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 159,255 — 0% 0.07% $9.1M 2025-11-14 $50.60
2025 Q2 UNCHANGED — — — 159,255 — 0% 0.07% $8.8M 2025-08-14 $60.51
2025 Q1 ADDED — — — 159,255 +13,796 +9.5% 0.06% $7.7M 2025-05-15 $57.56
2024 Q4 UNCHANGED — — — 145,459 — 0% 0.06% $7.9M 2025-02-14 $57.38
2024 Q3 UNCHANGED — — — 145,459 — 0% 0.05% $6.9M 2024-11-14 $53.42
2024 Q2 ADDED — — — 145,459 +259 +0.2% 0.05% $5.5M 2024-08-14 $38.52
2024 Q1 ADDED — — — 145,200 +1,661 +1.2% 0.05% $6.1M 2024-05-15 $37.41
2023 Q4 REDUCED — — — 143,539 -3,683 -2.5% 0.05% $5.8M 2024-02-14 $37.23
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BAM

As of 2026 Q1 — sorted by position size

WEST BANCORPORATION INC 3Y 2.06% Blue Zone Wealth Advisors, LLC 3Y 1.75% Sather Financial Group Inc 3Y 7Y 1.56% COOKE & BIELER LP 3Y 7Y 1.55% Davidson Kahn Capital Management, LLC 1.29% Blue Sky Capital Consultants Group, Inc. 1.1% JCIC Asset Management Inc. 3Y 7Y 1.09% Lipe & Dalton 3Y 7Y 1.04% TEALWOOD ASSET MANAGEMENT INC 3Y 7Y 1.04% Baskin Financial Services Inc. 3Y 7Y 0.95%

FAQ About EdgePoint Investment Group Inc. and BAM

These are the practical questions this page is built to answer before you even open the full history table.

How long has EdgePoint Investment Group Inc. reported owning BAM?

EdgePoint Investment Group Inc. reported BAM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported BAM position in EdgePoint Investment Group Inc.'s portfolio?

The largest reported portfolio weight for BAM was 0.07% in 2025 Q3.

What is the latest reported BAM position on this page?

The most recent filing on this page is 2025 Q3, when EdgePoint Investment Group Inc. reported 159,255 shares, equal to 0.07% of portfolio, with an estimated market value of $9.1M.

What does the chart on this BAM ownership page compare?

The chart compares EdgePoint Investment Group Inc.'s quarterly BAM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EdgePoint Investment Group Inc. time their BAM position?

Based on 13F filing dates vs. subsequent BAM price moves, EdgePoint Investment Group Inc. correctly timed 5 out of 6 reported position changes (83%).

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