Arax Advisory Partners’s Brookfield Asset Management BAM Stock Holding History

Arax Advisory Partners’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	$446K	Buy	9,933 +7,819	+370%	+$369K	﹤0.01%	1711
2026 Q1	$93.9K	Sell	2,114 -277	-12%	-$13.5K	﹤0.01%	1417
2025 Q4	$125K	Sell	2,391 -2,606	-52%	-$140K	﹤0.01%	1237
2025 Q3	$285K	Buy	4,997 +4,303	+620%	+$256K	﹤0.01%	1110
2025 Q2	$116K	Buy	694 +26	+4%	+$1.4K	0.01%	862
2025 Q1	$32.4K	Buy	+668	New	+$36.4K	﹤0.01%	1110
2023 Q2	–	Sell	-4	Closed	-$131	–	1271
2023 Q1	$131	Hold	4	–	–	﹤0.01%	1245
2022 Q4	$115	Buy	+4	New	+$120	﹤0.01%	1248

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

Arax Advisory Partners's BAM Position: Q2 2026 in Review

Arax Advisory Partners increased its Brookfield Asset Management (BAM) stake by 370% in Q2 2026, buying an estimated $369K and bringing the position to 9,933 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Arax Advisory Partners first reported a position in BAM in Q4 2022 and has held it in 8 quarters since. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Arax Advisory Partners held 9,933 shares of Brookfield Asset Management worth $446K as of Q2 2026.
Arax Advisory Partners bought 7,819 Brookfield Asset Management shares in Q2 2026, an estimated $369K.
Brookfield Asset Management made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1711 holding.
Arax Advisory Partners first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 8 quarters since.
620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.