Bell Investment Advisors’s Brookfield Asset Management BAM Stock Holding History

Bell Investment Advisors’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	$13.2K	Hold	294	–	–	﹤0.01%	616
2026 Q1	$13.1K	Buy	294 +223	+314%	+$10.9K	﹤0.01%	590
2025 Q4	$3.72K	Sell	71 -20	-22%	-$1.07K	﹤0.01%	1100
2025 Q3	$5.18K	Sell	91 -27	-23%	-$1.61K	﹤0.01%	922
2025 Q2	$6.52K	Buy	118 +36	+44%	+$1.93K	﹤0.01%	856
2025 Q1	$3.97K	Hold	82	–	–	﹤0.01%	1018
2024 Q4	$4.44K	Sell	82 -11	-12%	-$594	﹤0.01%	979
2024 Q3	$4.4K	Hold	93	–	–	﹤0.01%	1003
2024 Q2	$3.54K	Sell	93 -57	-38%	-$2.24K	﹤0.01%	1095
2024 Q1	$6.3K	Buy	150 +78	+108%	+$3.15K	﹤0.01%	801
2023 Q4	$2.89K	Sell	72 -1	-1%	-$34	﹤0.01%	1172
2023 Q3	$2.43K	Buy	73 +14	+24%	+$473	﹤0.01%	1178
2023 Q2	$1.93K	Buy	59 +36	+157%	+$1.16K	﹤0.01%	1316
2023 Q1	$753	Hold	23	–	–	﹤0.01%	1656
2022 Q4	$659	Buy	+23	New	+$692	﹤0.01%	1696

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

Bell Investment Advisors's BAM Position: Q2 2026 in Review

Bell Investment Advisors held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 294 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Bell Investment Advisors first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Bell Investment Advisors held 294 shares of Brookfield Asset Management worth $13.2K as of Q2 2026.
Bell Investment Advisors left its Brookfield Asset Management share count unchanged in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #616 holding.
Bell Investment Advisors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.