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Brighton Jones LLC’s Brookfield Asset Management BAM Stock Holding History

Brighton Jones LLC’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 		$305K Buy
6,802
+404
+6% +$19.1K 0.01% 1041
2026
Q1 		$284K Buy
+6,398
New +$312K 0.01% 956

Other funds holding BAM

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Brighton Jones LLC's BAM Position: Q2 2026 in Review

Brighton Jones LLC increased its Brookfield Asset Management (BAM) stake by 6.3% in Q2 2026, buying an estimated $19.1K and bringing the position to 6,802 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #1041.

Brighton Jones LLC first reported a position in BAM in Q1 2026 and has held it in 2 quarters since. 372 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Brighton Jones LLC held 6,802 shares of Brookfield Asset Management worth $305K as of Q2 2026.
  • Brighton Jones LLC bought 404 Brookfield Asset Management shares in Q2 2026, an estimated $19.1K.
  • Brookfield Asset Management made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #1041 holding.
  • Brighton Jones LLC first reported a position in Brookfield Asset Management in Q1 2026 and has held it in 2 quarters since.
  • 372 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.