Continuum Advisory’s Brookfield Asset Management BAM Stock Holding History

Continuum 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	$18.2K	Buy	+405	New	+$19.1K	﹤0.01%	1072
2025 Q2	–	Sell	-1,269	Closed	-$61.5K	–	510
2025 Q1	$61.5K	Buy	1,269 +55	+5%	+$3K	0.01%	622
2024 Q4	$65.8K	Buy	1,214 +105	+9%	+$5.67K	0.01%	600
2024 Q3	$62.2K	Buy	1,109 +329	+42%	+$13.8K	0.01%	615
2024 Q2	$29.7K	Buy	780 +285	+58%	+$11.2K	﹤0.01%	717
2024 Q1	$19.8K	Buy	+495	New	+$20K	﹤0.01%	777

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

Continuum Advisory's BAM Position: Q2 2026 in Review

Continuum Advisory opened a new position in Brookfield Asset Management (BAM) in Q2 2026: 405 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #1072 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in BAM as recently as Q1 2025.

Continuum Advisory first reported a position in BAM in Q1 2024 and has held it in 6 quarters since. The position peaked at $65.8K in Q4 2024. 622 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Continuum Advisory held 405 shares of Brookfield Asset Management worth $18.2K as of Q2 2026.
Brookfield Asset Management was a new Continuum Advisory position in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1072 holding.
Continuum Advisory first reported a position in Brookfield Asset Management in Q1 2024 and has held it in 6 quarters since.
Continuum Advisory's Brookfield Asset Management position peaked at $65.8K in Q4 2024.
622 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.