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Avanza Fonder’s Brookfield Asset Management BAM Stock Holding History

Avanza Fonder’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 		$2.59M Buy
40,634
+15,385
+61% +$726K 0.06% 248
2026
Q1 		$1.56M Hold
25,249
– – 0.04% 300
2025
Q4 		$1.82M Hold
25,249
– – 0.05% 291
2025
Q3 		$2M Hold
25,249
– – 0.05% 253
2025
Q2 		$1.9M Hold
25,249
– – 0.06% 251
2025
Q1 		$1.84M Buy
25,249
+6,849
+37% +$373K 0.06% 259
2024
Q4 		$1.43M Buy
+18,400
New +$994K 0.04% 305

Other funds holding BAM

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return

Avanza Fonder's BAM Position: Q2 2026 in Review

Avanza Fonder increased its Brookfield Asset Management (BAM) stake by 61% in Q2 2026, buying an estimated $726K and bringing the position to 40,634 shares worth $2.59M. The position accounts for 0.06% of the portfolio, ranked #248.

Avanza Fonder first reported a position in BAM in Q4 2024 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Avanza Fonder held 40,634 shares of Brookfield Asset Management worth $2.59M as of Q2 2026.
  • Avanza Fonder bought 15,385 Brookfield Asset Management shares in Q2 2026, an estimated $726K.
  • Brookfield Asset Management made up 0.06% of Avanza Fonder's portfolio in Q2 2026, its #248 holding.
  • Avanza Fonder first reported a position in Brookfield Asset Management in Q4 2024 and has held it in 7 quarters since.
  • 181 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.