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 Q2	$1.17K	Buy	+26	New	+$1.23K	﹤0.01%	930

Other funds holding BAM

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return

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

Activest Wealth Management opened a new position in Brookfield Asset Management (BAM) in Q2 2026: 26 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #930 among its holdings.

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

Activest Wealth Management held 26 shares of Brookfield Asset Management worth $1.17K as of Q2 2026.
Brookfield Asset Management was a new Activest Wealth Management position in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #930 holding.
184 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.