Action Point Financial Planning’s Brookfield Asset Management BAM Stock Holding History

Action Point Financial Planning’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	$1.61K	Buy	+38	New	+$1.79K	﹤0.01%	2331

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

Action Point Financial Planning's BAM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Brookfield Asset Management (BAM) in Q2 2026: 38 shares worth $1.61K. The stake represents ﹤0.01% of the portfolio and ranks #2331 among its holdings.

619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Action Point Financial Planning held 38 shares of Brookfield Asset Management worth $1.61K as of Q2 2026.
Brookfield Asset Management was a new Action Point Financial Planning position in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2331 holding.
619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.