Cetera Investment Advisers
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Cetera Investment Advisers’s Brookfield Asset Management BAM Stock Holding History

Cetera Investment Advisers’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 		$3.43M Buy
76,379
+11,545
+18% +$545K ﹤0.01% 1906
2026
Q1 		$2.88M Buy
64,834
+13,597
+27% +$664K ﹤0.01% 1945
2025
Q4 		$2.69M Sell
51,237
-4,715
-8% -$253K ﹤0.01% 1959
2025
Q3 		$3.19M Buy
55,952
+15,557
+39% +$925K ﹤0.01% 1774
2025
Q2 		$2.23M Buy
40,395
+353
+0.9% +$18.9K ﹤0.01% 1761
2025
Q1 		$1.94M Buy
40,042
+11,008
+38% +$600K ﹤0.01% 1775
2024
Q4 		$1.57M Buy
29,034
+756
+3% +$40.8K ﹤0.01% 1821
2024
Q3 		$1.34M Sell
28,278
-1,400
-5% -$58.7K ﹤0.01% 1903
2024
Q2 		$1.13M Sell
29,678
-45,113
-60% -$1.77M ﹤0.01% 1988
2024
Q1 		$3.14M Buy
74,791
+66,455
+797% +$2.69M 0.01% 1256
2023
Q4 		$335K Buy
+8,336
New +$282K ﹤0.01% 1722

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

Cetera Investment Advisers's BAM Position: Q2 2026 in Review

Cetera Investment Advisers increased its Brookfield Asset Management (BAM) stake by 18% in Q2 2026, buying an estimated $545K and bringing the position to 76,379 shares worth $3.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Cetera Investment Advisers first reported a position in BAM in Q4 2023 and has held it in 11 quarters since. 623 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Cetera Investment Advisers held 76,379 shares of Brookfield Asset Management worth $3.43M as of Q2 2026.
  • Cetera Investment Advisers bought 11,545 Brookfield Asset Management shares in Q2 2026, an estimated $545K.
  • Brookfield Asset Management made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1906 holding.
  • Cetera Investment Advisers first reported a position in Brookfield Asset Management in Q4 2023 and has held it in 11 quarters since.
  • 623 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.