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Cornerstone Financial Management’s Brookfield Asset Management BAM Stock Holding History

Cornerstone Financial 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 		$7.49K Buy
167
+14
+9% +$661 0.01% 538
2026
Q1 		$6.8K Buy
153
+57
+59% +$2.78K 0.01% 396
2025
Q4 		$5.03K Buy
+96
New +$5.16K ﹤0.01% 428

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

Cornerstone Financial Management's BAM Position: Q2 2026 in Review

Cornerstone Financial Management increased its Brookfield Asset Management (BAM) stake by 9.2% in Q2 2026, buying an estimated $661 and bringing the position to 167 shares worth $7.49K. The position accounts for 0.01% of the portfolio, ranked #538.

Cornerstone Financial Management first reported a position in BAM in Q4 2025 and has held it in 3 quarters since. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Cornerstone Financial Management held 167 shares of Brookfield Asset Management worth $7.49K as of Q2 2026.
  • Cornerstone Financial Management bought 14 Brookfield Asset Management shares in Q2 2026, an estimated $661.
  • Brookfield Asset Management made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #538 holding.
  • Cornerstone Financial Management first reported a position in Brookfield Asset Management in Q4 2025 and has held it in 3 quarters since.
  • 619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.