Burkett Financial Services’s Brookfield Asset Management BAM Stock Holding History

Burkett Financial Services’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	$7.45K	Buy	+166	New	+$7.84K	﹤0.01%	194

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

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

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return

Burkett Financial Services's BAM Position: Q2 2026 in Review

Burkett Financial Services opened a new position in Brookfield Asset Management (BAM) in Q2 2026: 166 shares worth $7.45K. The stake represents ﹤0.01% of the portfolio and ranks #194 among its holdings.

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

Burkett Financial Services held 166 shares of Brookfield Asset Management worth $7.45K as of Q2 2026.
Brookfield Asset Management was a new Burkett Financial Services position in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #194 holding.
263 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.