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

Activest 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
Q3 		– Sell
-26
Closed -$1.17K – 1088
2026
Q2 		$1.17K Buy
+26
New +$1.23K ﹤0.01% 930

Other funds holding BAM

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Intact Investment Management
Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return

Activest Wealth Management's BAM Position: Q3 2026 in Review

Activest Wealth Management sold out of Brookfield Asset Management (BAM) in Q3 2026, closing a stake of 26 shares — an estimated $1.17K sold.

Activest Wealth Management first reported a position in BAM in Q2 2026 and held it in 1 quarter. The position peaked at $1.17K in Q2 2026. 277 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

  • Activest Wealth Management reported no remaining Brookfield Asset Management position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 26 Brookfield Asset Management shares in Q3 2026, an estimated $1.17K.
  • Activest Wealth Management first reported a position in Brookfield Asset Management in Q2 2026 and held it in 1 quarter.
  • Activest Wealth Management's Brookfield Asset Management position peaked at $1.17K in Q2 2026.
  • 277 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.