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Bravera Wealth’s Brookfield Asset Management BAM Stock Holding History

Bravera Wealth’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 		$3.63K Hold
81
– – ﹤0.01% 320
2026
Q1 		$3.6K Sell
81
-18
-18% -$879 ﹤0.01% 363
2025
Q4 		$5.19K Buy
+99
New +$5.32K ﹤0.01% 349

Other funds holding BAM

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Bravera Wealth's BAM Position: Q2 2026 in Review

Bravera Wealth held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 81 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Bravera Wealth first reported a position in BAM in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.19K in Q4 2025. 139 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Bravera Wealth held 81 shares of Brookfield Asset Management worth $3.63K as of Q2 2026.
  • Bravera Wealth left its Brookfield Asset Management share count unchanged in Q2 2026.
  • Brookfield Asset Management made up ﹤0.01% of Bravera Wealth's portfolio in Q2 2026, its #320 holding.
  • Bravera Wealth first reported a position in Brookfield Asset Management in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Brookfield Asset Management position peaked at $5.19K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.