Cardinal Point Capital Management’s Brookfield Asset Management BAM Stock Holding History

Cardinal Point Capital Management’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	$359K	Sell	8,020 -71	-0.9%	-$3.35K	0.02%	217
2026 Q1	$359K	Sell	8,091 -71	-0.9%	-$3.47K	0.02%	207
2025 Q4	$428K	Sell	8,162 -540	-6%	-$29K	0.03%	170
2025 Q3	$495K	Hold	8,702	–	–	0.03%	156
2025 Q2	$481K	Buy	+8,702	New	+$467K	0.04%	150

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

Cardinal Point Capital Management's BAM Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Brookfield Asset Management (BAM) stake by 0.88% in Q2 2026, selling an estimated $3.35K and leaving 8,020 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #217.

Cardinal Point Capital Management first reported a position in BAM in Q2 2025 and has held it in 5 quarters since. The position peaked at $495K in Q3 2025. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Cardinal Point Capital Management held 8,020 shares of Brookfield Asset Management worth $359K as of Q2 2026.
Cardinal Point Capital Management sold 71 Brookfield Asset Management shares in Q2 2026, an estimated $3.35K.
Brookfield Asset Management made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #217 holding.
Cardinal Point Capital Management first reported a position in Brookfield Asset Management in Q2 2025 and has held it in 5 quarters since.
Cardinal Point Capital Management's Brookfield Asset Management position peaked at $495K in Q3 2025.
620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.