Buck Wealth Strategies’s Brookfield Asset Management BAM Stock Holding History

Buck Wealth Strategies’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	$3.9K	Buy	+87	New	+$4.11K	﹤0.01%	761

Other funds holding BAM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Buck Wealth Strategies's BAM Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Brookfield Asset Management (BAM) in Q2 2026: 87 shares worth $3.9K. The stake represents ﹤0.01% of the portfolio and ranks #761 among its holdings.

334 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Buck Wealth Strategies held 87 shares of Brookfield Asset Management worth $3.9K as of Q2 2026.
Brookfield Asset Management was a new Buck Wealth Strategies position in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #761 holding.
334 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.