Atria Investments’s Brookfield Asset Management BAM Stock Holding History

Atria Investments’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	$556K	Buy	12,517 +2,855	+30%	+$139K	0.01%	1392
2025 Q4	$506K	Buy	9,662 +87	+0.9%	+$4.68K	0.01%	1437
2025 Q3	$545K	Sell	9,575 -824	-8%	-$49K	0.01%	1371
2025 Q2	$575K	Sell	10,399 -282	-3%	-$15.1K	0.01%	1343
2025 Q1	$517K	Sell	10,681 -4,382	-29%	-$239K	0.01%	1340
2024 Q4	$816K	Buy	15,063 +1,035	+7%	+$55.9K	0.01%	1091
2024 Q3	$663K	Sell	14,028 -744	-5%	-$31.2K	0.01%	1190
2024 Q2	$562K	Buy	+14,772	New	+$581K	0.01%	1248

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

Atria Investments's BAM Position: Q1 2026 in Review

Atria Investments increased its Brookfield Asset Management (BAM) stake by 30% in Q1 2026, buying an estimated $139K and bringing the position to 12,517 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #1392.

Atria Investments first reported a position in BAM in Q2 2024 and has held it in 8 quarters since. The position peaked at $816K in Q4 2024. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Atria Investments held 12,517 shares of Brookfield Asset Management worth $556K as of Q1 2026.
Atria Investments bought 2,855 Brookfield Asset Management shares in Q1 2026, an estimated $139K.
Brookfield Asset Management made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1392 holding.
Atria Investments first reported a position in Brookfield Asset Management in Q2 2024 and has held it in 8 quarters since.
Atria Investments's Brookfield Asset Management position peaked at $816K in Q4 2024.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.