Atomi Financial Group’s Brookfield Asset Management BAM Stock Holding History

Atomi Financial Group’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 Q1	$370K	Sell	8,328 -6,988	-46%	-$341K	0.01%	840
2025 Q4	$802K	Sell	15,316 -953	-6%	-$51.2K	0.02%	486
2025 Q3	$926K	Buy	16,269 +2,368	+17%	+$141K	0.03%	402
2025 Q2	$768K	Buy	13,901 +3,539	+34%	+$190K	0.03%	426
2025 Q1	$502K	Buy	10,362 +951	+10%	+$51.8K	0.02%	535
2024 Q4	$510K	Buy	9,411 +3,279	+53%	+$177K	0.03%	471
2024 Q3	$290K	Buy	+6,132	New	+$257K	0.02%	681

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atomi Financial Group's BAM Position: Q1 2026 in Review

Atomi Financial Group reduced its Brookfield Asset Management (BAM) stake by 46% in Q1 2026, selling an estimated $341K and leaving 8,328 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #840.

Atomi Financial Group first reported a position in BAM in Q3 2024 and has held it in 7 quarters since. The position peaked at $926K in Q3 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Atomi Financial Group held 8,328 shares of Brookfield Asset Management worth $370K as of Q1 2026.
Atomi Financial Group sold 6,988 Brookfield Asset Management shares in Q1 2026, an estimated $341K.
Brookfield Asset Management made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #840 holding.
Atomi Financial Group first reported a position in Brookfield Asset Management in Q3 2024 and has held it in 7 quarters since.
Atomi Financial Group's Brookfield Asset Management position peaked at $926K in Q3 2025.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.