Allied Private Wealth’s Brookfield Asset Management BAM Stock Holding History

Allied Private Wealth’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	$40.2K	Buy	+883	New	+$41.7K	0.03%	269

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

Allied Private Wealth's BAM Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Brookfield Asset Management (BAM) in Q2 2026: 883 shares worth $40.2K. The stake represents 0.03% of the portfolio and ranks #269 among its holdings.

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

Allied Private Wealth held 883 shares of Brookfield Asset Management worth $40.2K as of Q2 2026.
Brookfield Asset Management was a new Allied Private Wealth position in Q2 2026.
Brookfield Asset Management made up 0.03% of Allied Private Wealth's portfolio in Q2 2026, its #269 holding.
620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.