Arkadios Wealth Advisors’s Brookfield Asset Management BAM Stock Holding History

Arkadios Wealth Advisors’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	$336K	Buy	+7,481	New	+$353K	0.01%	1341
2026 Q1	–	Sell	-4,308	Closed	-$226K	–	1705
2025 Q4	$226K	Sell	4,308 -313	-7%	-$16.8K	﹤0.01%	1392
2025 Q3	$263K	Buy	4,621 +548	+13%	+$32.6K	0.01%	1208
2025 Q2	$225K	Buy	+4,073	New	+$219K	0.01%	1161

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

Arkadios Wealth Advisors's BAM Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in Brookfield Asset Management (BAM) in Q2 2026: 7,481 shares worth $336K. The stake represents 0.01% of the portfolio and ranks #1341 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in BAM as recently as Q4 2025.

Arkadios Wealth Advisors first reported a position in BAM in Q2 2025 and has held it in 4 quarters since. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Arkadios Wealth Advisors held 7,481 shares of Brookfield Asset Management worth $336K as of Q2 2026.
Brookfield Asset Management was a new Arkadios Wealth Advisors position in Q2 2026.
Brookfield Asset Management made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1341 holding.
Arkadios Wealth Advisors first reported a position in Brookfield Asset Management in Q2 2025 and has held it in 4 quarters since.
620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.