Carson Advisory’s Brookfield Asset Management BAM Stock Holding History

Carson Advisory’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	$570K	Buy	12,706 +3,952	+45%	+$187K	0.26%	89
2026 Q1	$389K	Buy	8,754 +700	+9%	+$34.2K	0.2%	105
2025 Q4	$422K	Buy	8,054 +3	+0%	+$161	0.22%	93
2025 Q3	$458K	Buy	8,051 +1	+0%	+$59	0.25%	81
2025 Q2	$445K	Buy	8,050 +400	+5%	+$21.5K	0.28%	82
2025 Q1	$371K	Buy	+7,650	New	+$417K	0.25%	96

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

Carson Advisory's BAM Position: Q2 2026 in Review

Carson Advisory increased its Brookfield Asset Management (BAM) stake by 45% in Q2 2026, buying an estimated $187K and bringing the position to 12,706 shares worth $570K. The position accounts for 0.26% of the portfolio, ranked #89.

Carson Advisory first reported a position in BAM in Q1 2025 and has held it in 6 quarters since. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Carson Advisory held 12,706 shares of Brookfield Asset Management worth $570K as of Q2 2026.
Carson Advisory bought 3,952 Brookfield Asset Management shares in Q2 2026, an estimated $187K.
Brookfield Asset Management made up 0.26% of Carson Advisory's portfolio in Q2 2026, its #89 holding.
Carson Advisory first reported a position in Brookfield Asset Management in Q1 2025 and has held it in 6 quarters since.
621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.