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Ken Fisher's Brookfield Asset Management Ltd. (BAM) position

Yes: as of Q1 2026, Ken Fisher holds 5K shares of BAM worth $220K (0.0% of the disclosed portfolio). Held since at least Q1 2021; that opening coverage snapshot is not counted as a purchase.
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Current value
$220K
Shares held
5K
% of portfolio
0.0%
Est. average buy price (i)
$53.70
Quarter-end price
$44.45

Estimated trade prices

Average price in quarters with purchases
$53.70
Average prices in quarters with sales
  • Q1 2026: $48.84 (282 shares sold)
  • Q3 2025: $59.45 (2K shares sold)

BAM price vs Fisher's position

Dates
$20$40$60$802023202420252026New position of 5K shares · Q2 2025. Average closing price $53.68 · Price range $42.90–$59.685KsharespurchasedSold 2K shares (32.5%) · Q3 2025. Average closing price $59.45 · Price range $54.94–$63.192KsharessoldAdded 2K shares (44.2%) · Q4 2025. Average closing price $53.76 · Price range $49.41–$58.772KsharespurchasedSold 282 shares (5.4%) · Q1 2026. Average closing price $48.84 · Price range $42.87–$55.14282sharessold← Earlier —2 purchases, 4 sells
Average closing price · filing quarter
$48.84
Price range · filing quarter
$42.87 – $55.14

Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Reduced −282 −$14K −5.4% 5K May 5, 2026
Q4 2025 Added +2K +$86K +44.2% 5K Feb 9, 2026
Q3 2025 Reduced −2K −$104K −32.5% 4K Nov 12, 2025
Q2 2025 New +5K +$288K 5K Aug 13, 2025
Q3 2022 Reduced −2K −14.0% 10K Nov 8, 2022
Q2 2022 Reduced −146 −1.3% 11K Aug 9, 2022
Q1 2022 Added +1K +12.8% 11K May 5, 2022
Q4 2021 Added +150 +1.5% 10K Feb 2, 2022
Q3 2021 Reduced −108 −1.1% 10K Oct 26, 2021
Q2 2021 Reduced −159 −1.6% 10K Jul 27, 2021
Q1 2021 First covered 10K Apr 27, 2021
Data through Q1 2026 · filed May 5, 2026
11 grouped rows from 11 quarters

More Fisher positions

Common questions

Does Ken Fisher own BAM?

Yes. As of Q1 2026, Ken Fisher disclosed 5K shares of BAM, worth $220K. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Ken Fisher buy BAM?

Ken Fisher held BAM since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Ken Fisher sell BAM?

The quarter-by-quarter table above shows each sale and reduction Ken Fisher disclosed in BAM. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of BAM does Ken Fisher own?

Ken Fisher disclosed 5K shares of BAM as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Ken Fisher pay for BAM?

Ken Fisher's estimated average buy price for BAM is $53.70, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.