Aviso Financial’s Brookfield Asset Management BAM Stock Holding History

Aviso Financial’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	$888K	Buy	19,805 +4,234	+27%	+$200K	0.03%	135
2026 Q1	$692K	Sell	15,571 -566	-4%	-$27.6K	0.02%	177
2025 Q4	$845K	Buy	16,137 +537	+3%	+$28.9K	0.03%	165
2025 Q3	$888K	Sell	15,600 -6,292	-29%	-$374K	0.04%	170
2025 Q2	$1.21M	Buy	21,892 +715	+3%	+$38.4K	0.05%	135
2025 Q1	$1.03M	Sell	21,177 -4,671	-18%	-$255K	0.05%	144
2024 Q4	$1.4M	Sell	25,848 -72	-0.3%	-$3.89K	0.07%	119
2024 Q3	$1.23M	Buy	25,920 +1,422	+6%	+$59.6K	0.06%	129
2024 Q2	$932K	Buy	+24,498	New	+$963K	0.05%	141

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

Aviso Financial's BAM Position: Q2 2026 in Review

Aviso Financial increased its Brookfield Asset Management (BAM) stake by 27% in Q2 2026, buying an estimated $200K and bringing the position to 19,805 shares worth $888K. The position accounts for 0.03% of the portfolio, ranked #135.

Aviso Financial first reported a position in BAM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.4M in Q4 2024. 623 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Aviso Financial held 19,805 shares of Brookfield Asset Management worth $888K as of Q2 2026.
Aviso Financial bought 4,234 Brookfield Asset Management shares in Q2 2026, an estimated $200K.
Brookfield Asset Management made up 0.03% of Aviso Financial's portfolio in Q2 2026, its #135 holding.
Aviso Financial first reported a position in Brookfield Asset Management in Q2 2024 and has held it in 9 quarters since.
Aviso Financial's Brookfield Asset Management position peaked at $1.4M in Q4 2024.
623 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.