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 Q2	$472K	Buy	10,531 +2,203	+26%	+$104K	0.01%	801
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 $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

Atomi Financial Group's BAM Position: Q2 2026 in Review

Atomi Financial Group increased its Brookfield Asset Management (BAM) stake by 26% in Q2 2026, buying an estimated $104K and bringing the position to 10,531 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #801.

Atomi Financial Group first reported a position in BAM in Q3 2024 and has held it in 8 quarters since. The position peaked at $926K in Q3 2025. 623 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Atomi Financial Group held 10,531 shares of Brookfield Asset Management worth $472K as of Q2 2026.
Atomi Financial Group bought 2,203 Brookfield Asset Management shares in Q2 2026, an estimated $104K.
Brookfield Asset Management made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #801 holding.
Atomi Financial Group first reported a position in Brookfield Asset Management in Q3 2024 and has held it in 8 quarters since.
Atomi Financial Group's Brookfield Asset Management position peaked at $926K in Q3 2025.
623 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.