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Advisornet Financial’s Brookfield Asset Management BAM Stock Holding History

Advisornet Financial’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 		$95.3K Sell
2,125
-200
-9% -$9.44K ﹤0.01% 898
2026
Q1 		$103K Hold
2,325
– – 0.01% 815
2025
Q4 		$122K Hold
2,325
– – 0.01% 744
2025
Q3 		$132K Hold
2,325
– – 0.01% 708
2025
Q2 		$129K Buy
+2,325
New +$125K 0.01% 689

Other funds holding BAM

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Advisornet Financial's BAM Position: Q2 2026 in Review

Advisornet Financial reduced its Brookfield Asset Management (BAM) stake by 8.6% in Q2 2026, selling an estimated $9.44K and leaving 2,125 shares worth $95.3K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Advisornet Financial first reported a position in BAM in Q2 2025 and has held it in 5 quarters since. The position peaked at $132K in Q3 2025. 176 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Advisornet Financial held 2,125 shares of Brookfield Asset Management worth $95.3K as of Q2 2026.
  • Advisornet Financial sold 200 Brookfield Asset Management shares in Q2 2026, an estimated $9.44K.
  • Brookfield Asset Management made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #898 holding.
  • Advisornet Financial first reported a position in Brookfield Asset Management in Q2 2025 and has held it in 5 quarters since.
  • Advisornet Financial's Brookfield Asset Management position peaked at $132K in Q3 2025.
  • 176 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.