Abound Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Abound Wealth Management’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 Q2	–	Hold	0	–	–	–	1357
2026 Q1	–	Hold	0	–	–	–	1489
2025 Q4	–	Hold	0	–	–	–	1431
2025 Q3	–	Sell	-33	Closed	-$1.96K	–	1357
2025 Q2	$1.83K	Hold	33	–	–	﹤0.01%	758
2025 Q1	$1.6K	Hold	33	–	–	﹤0.01%	721
2024 Q4	$1.79K	Hold	33	–	–	﹤0.01%	682
2024 Q3	$1.55K	Hold	33	–	–	﹤0.01%	733
2024 Q2	$1.24K	Buy	33 +1	+3%	+$39	﹤0.01%	699
2024 Q1	$1.36K	Hold	32	–	–	﹤0.01%	729
2023 Q4	$1.29K	Hold	32	–	–	﹤0.01%	728
2023 Q3	$1.06K	Hold	32	–	–	﹤0.01%	708
2023 Q2	$1.03K	Buy	+32	New	+$1.03K	﹤0.01%	732

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Abound Wealth Management's BAM Position: Q2 2026 in Review

Abound Wealth Management held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 0 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Abound Wealth Management first reported a position in BAM in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.83K in Q2 2025. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Abound Wealth Management held 0 shares of Brookfield Asset Management worth $2 as of Q2 2026.
Abound Wealth Management left its Brookfield Asset Management share count unchanged in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1357 holding.
Abound Wealth Management first reported a position in Brookfield Asset Management in Q2 2023 and has held it in 9 quarters since.
Abound Wealth Management's Brookfield Asset Management position peaked at $1.83K in Q2 2025.
621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.