Anchor Investment Management’s Brookfield Asset Management BAM Stock Holding History

Anchor Investment 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	$70.7K	Sell	1,577 -70	-4%	-$3.31K	0.01%	555
2026 Q1	$73.2K	Hold	1,647	–	–	0.01%	528
2025 Q4	$86.3K	Sell	1,647 -112	-6%	-$6.02K	0.01%	513
2025 Q3	$100K	Hold	1,759	–	–	0.01%	487
2025 Q2	$97.2K	Sell	1,759 -56	-3%	-$3.01K	0.01%	478
2025 Q1	$87.9K	Sell	1,815 -28	-2%	-$1.53K	0.01%	483
2024 Q4	$99.9K	Hold	1,843	–	–	0.01%	459
2024 Q3	$87.2K	Hold	1,843	–	–	0.01%	493
2024 Q2	$70.1K	Sell	1,843 -1,071	-37%	-$42.1K	0.01%	482
2024 Q1	$122K	Sell	2,914 -50	-2%	-$2.02K	0.01%	424
2023 Q4	$119K	Sell	2,964 -34	-1%	-$1.15K	0.01%	425
2023 Q3	$100K	Hold	2,998	–	–	0.01%	426
2023 Q2	$97.8K	Sell	2,998 -1,305	-30%	-$42K	0.01%	422
2023 Q1	$141K	Sell	4,303 -432	-9%	-$14K	0.02%	392
2022 Q4	$136K	Buy	+4,735	New	+$142K	0.02%	399

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

Anchor Investment Management's BAM Position: Q2 2026 in Review

Anchor Investment Management reduced its Brookfield Asset Management (BAM) stake by 4.3% in Q2 2026, selling an estimated $3.31K and leaving 1,577 shares worth $70.7K. The position accounts for 0.01% of the portfolio, ranked #555.

Anchor Investment Management first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $141K in Q1 2023. 623 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Anchor Investment Management held 1,577 shares of Brookfield Asset Management worth $70.7K as of Q2 2026.
Anchor Investment Management sold 70 Brookfield Asset Management shares in Q2 2026, an estimated $3.31K.
Brookfield Asset Management made up 0.01% of Anchor Investment Management's portfolio in Q2 2026, its #555 holding.
Anchor Investment Management first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
Anchor Investment Management's Brookfield Asset Management position peaked at $141K in Q1 2023.
623 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.