STACKSTONE WEALTH, LLC’s Brookfield Asset Management BAM Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio BAM Stock Details BAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$225K	Buy	+5,039	New	+$246K	0.02%	315

Other funds holding BAM

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

STACKSTONE WEALTH, LLC's BAM Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Brookfield Asset Management (BAM) in Q3 2026: 5,039 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #315 among its holdings.

78 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

STACKSTONE WEALTH, LLC held 5,039 shares of Brookfield Asset Management worth $225K as of Q3 2026.
Brookfield Asset Management was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Brookfield Asset Management made up 0.02% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #315 holding.
78 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.