Callan Family Office’s Brookfield Asset Management BAM Stock Holding History

Callan Family Office’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	$316K	Buy	7,055 +1,022	+17%	+$48.3K	0.01%	983
2026 Q1	$268K	Buy	+6,033	New	+$295K	0.01%	967

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

Callan Family Office's BAM Position: Q2 2026 in Review

Callan Family Office increased its Brookfield Asset Management (BAM) stake by 17% in Q2 2026, buying an estimated $48.3K and bringing the position to 7,055 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #983.

Callan Family Office first reported a position in BAM in Q1 2026 and has held it in 2 quarters since. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Callan Family Office held 7,055 shares of Brookfield Asset Management worth $316K as of Q2 2026.
Callan Family Office bought 1,022 Brookfield Asset Management shares in Q2 2026, an estimated $48.3K.
Brookfield Asset Management made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #983 holding.
Callan Family Office first reported a position in Brookfield Asset Management in Q1 2026 and has held it in 2 quarters since.
620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.