Blue Sky Capital Consultants Group’s Brookfield Asset Management BAM Stock Holding History

Blue Sky Capital Consultants 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	$2.93M	Buy	65,401 +13,590	+26%	+$642K	1.25%	24
2026 Q1	$2.3M	Sell	51,811 -3,723	-7%	-$182K	1.1%	26
2025 Q4	$2.91M	Buy	55,534 +3,335	+6%	+$179K	1.26%	26
2025 Q3	$2.97M	Buy	52,199 +3,316	+7%	+$197K	1.29%	24
2025 Q2	$2.7M	Buy	48,883 +3,373	+7%	+$181K	1.36%	23
2025 Q1	$2.2M	Buy	45,510 +1,910	+4%	+$104K	1.44%	23
2024 Q4	$2.36M	Buy	+43,600	New	+$2.35M	1.42%	21

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

Blue Sky Capital Consultants Group's BAM Position: Q2 2026 in Review

Blue Sky Capital Consultants Group increased its Brookfield Asset Management (BAM) stake by 26% in Q2 2026, buying an estimated $642K and bringing the position to 65,401 shares worth $2.93M. The position accounts for 1.25% of the portfolio, ranked #24.

Blue Sky Capital Consultants Group first reported a position in BAM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.97M in Q3 2025. 622 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Blue Sky Capital Consultants Group held 65,401 shares of Brookfield Asset Management worth $2.93M as of Q2 2026.
Blue Sky Capital Consultants Group bought 13,590 Brookfield Asset Management shares in Q2 2026, an estimated $642K.
Brookfield Asset Management made up 1.25% of Blue Sky Capital Consultants Group's portfolio in Q2 2026, its #24 holding.
Blue Sky Capital Consultants Group first reported a position in Brookfield Asset Management in Q4 2024 and has held it in 7 quarters since.
Blue Sky Capital Consultants Group's Brookfield Asset Management position peaked at $2.97M in Q3 2025.
622 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Blue Sky Capital Consultants Group's 13F filing for Q2 2026, filed 4 Aug 2026.