Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Brookfield Asset Management BAM Stock Holding History

Cambridge Investment Research Advisors’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 		$2.22M Buy
49,510
+11,343
+30% +$536K 0.01% 1606
2026
Q1 		$1.7M Buy
38,167
+29,796
+356% +$1.46M ﹤0.01% 1729
2025
Q4 		$439K Buy
8,371
+1,001
+14% +$53.8K ﹤0.01% 2844
2025
Q3 		$420K Buy
7,370
+402
+6% +$23.9K ﹤0.01% 2825
2025
Q2 		$385K Sell
6,968
-6,743
-49% -$362K ﹤0.01% 2777
2025
Q1 		$664K Buy
13,711
+7
+0.1% +$382 ﹤0.01% 2189
2024
Q4 		$743K Buy
13,704
+598
+5% +$32.3K ﹤0.01% 2102
2024
Q3 		$620K Sell
13,106
-196
-1% -$8.21K ﹤0.01% 2238
2024
Q2 		$506K Sell
13,302
-26,659
-67% -$1.05M ﹤0.01% 2290
2024
Q1 		$1.68M Buy
39,961
+27,156
+212% +$1.1M 0.01% 1381
2023
Q4 		$514K Sell
12,805
-4,567
-26% -$154K ﹤0.01% 2156
2023
Q3 		$579K Buy
17,372
+545
+3% +$18.4K ﹤0.01% 1964
2023
Q2 		$550K Buy
16,827
+2,993
+22% +$96.3K ﹤0.01% 2056
2023
Q1 		$453K Sell
13,834
-10,127
-42% -$329K ﹤0.01% 2164
2022
Q4 		$687K Buy
+23,961
New +$721K ﹤0.01% 1772

Other funds holding BAM

BC
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cambridge Investment Research Advisors's BAM Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Brookfield Asset Management (BAM) stake by 30% in Q2 2026, buying an estimated $536K and bringing the position to 49,510 shares worth $2.22M. The position accounts for 0.01% of the portfolio, ranked #1606.

Cambridge Investment Research Advisors first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Cambridge Investment Research Advisors held 49,510 shares of Brookfield Asset Management worth $2.22M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 11,343 Brookfield Asset Management shares in Q2 2026, an estimated $536K.
  • Brookfield Asset Management made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1606 holding.
  • Cambridge Investment Research Advisors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • 619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.