Daniel Pronk on BAM
Daniel Pronk on Brookfield (BAM): every public call, dated.
7 quotes from 85 videos reviewed since 2025-09-10. Each one links to the exact second on YouTube, with the closing price on the day of the video and what the stock did since.
- BAM close, 2026-09-10
- $47.24
- Since first quote, 2025-09-12
- -13.2%
- S&P 500 (SPY), same period
- +16.6%
- Latest stance, Jun 12, 2026
- Reducing
The market had other plans.
BAM from 2025-09-12 to 2026-09-10. Price movement, not the creator’s realized return.
Price and the calls
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $57.87 |
| 2025-09-30 | $54.77 |
| 2025-10-31 | $52.00 |
| 2025-11-28 | $51.16 |
| 2025-12-31 | $50.82 |
| 2026-01-30 | $48.22 |
| 2026-02-27 | $45.83 |
| 2026-03-31 | $43.57 |
| 2026-04-30 | $47.06 |
| 2026-05-29 | $48.13 |
| 2026-06-30 | $44.42 |
| 2026-07-31 | $47.93 |
| 2026-08-31 | $51.50 |
| 2026-09-10 | $47.24 |
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $57.87 |
| 2025-09-30 | $54.77 |
| 2025-10-31 | $52.00 |
| 2025-11-28 | $51.16 |
| 2025-12-31 | $50.82 |
| 2026-01-30 | $48.22 |
| 2026-02-27 | $45.83 |
| 2026-03-31 | $43.57 |
| 2026-04-30 | $47.06 |
| 2026-05-29 | $48.13 |
| 2026-06-30 | $44.42 |
| 2026-07-31 | $47.93 |
| 2026-08-31 | $51.50 |
| 2026-09-10 | $47.24 |
The short version
Two tickers, one thesis. Daniel Pronk's largest position for most of the window was Brookfield Corporation (BN), the parent, which he capped at about 25% of the portfolio; he had sold Brookfield Asset Management (BAM) in October 2024 to consolidate into BN. In April 2026 he reversed part of that, trimming BN to add BAM, and by June 2026 Brookfield was no longer his largest holding. Quotes below cover both entities and say which one they mean.
What Daniel Pronk said, when
Valuation viewDaniel Pronk on Brookfield: “The distributable earnings from BAM are projected to grow…”
“The distributable earnings from BAM are projected to grow to 4.2 billion by 2030, which is an 18% compounded annual growth rate.”
Disclosed holdingDaniel Pronk on Brookfield: “I keep it around 25% of my overall portfolio.…”
“I keep it around 25% of my overall portfolio. The reason that I remain bullish on Brookfield Corporation is because while many companies are investing in software and AI, Brookfield invests in and owns real physical assets that the global economy needs to run smoothly.”
Hold, bullishDaniel Pronk on Brookfield: “Brookfield believes that AI is a multi-decade investment opportunity,…”
“Brookfield believes that AI is a multi-decade investment opportunity, and it has the chance to become Brookfield's largest business segment over time.”
Disclosed holdingDaniel Pronk on Brookfield: “That's why Brookfield is the largest position in my…”
“That's why Brookfield is the largest position in my portfolio, and it's why it's the only private equity asset manager that I own in my portfolio as well.”
MentionDaniel Pronk on Brookfield: “Brookfield Asset Management, or the BAM ticker. Now, I…”
“Brookfield Asset Management, or the BAM ticker. Now, I used to own a significant amount of BAM, but back in October of 2024, I sold my position and rotated all of that capital into Brookfield Corporation, the BN ticker.”
Disclosed buyDaniel Pronk on Brookfield: “The stock that I am trimming down is Brookfield…”
“The stock that I am trimming down is Brookfield Corporation, the BN ticker. Don't panic and don't freak out. The reason I am trimming down my BN position is to add to BAM.”
ReducingDaniel Pronk on Brookfield: “Over the past few weeks, I have made a…”
“Over the past few weeks, I have made a couple of videos discussing why I am trimming down my Brookfield allocation in my portfolio. And after I have trimmed down Brookfield, it is no longer the largest position in my portfolio.”
How to read this
Quotes are short excerpts from Daniel Pronk's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is BAM's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. “Since” compares that close with the latest close on 2026-09-10. It is a price observation, not the creator's realized return, and not investment advice. Full methodology.
Coverage: 85 of 85 videos published since 2025-09-10 reviewed; 735 Brookfield Asset Management mentions found. Data generated 2026-09-11.