Cromwell Holdings’s Brookfield Asset Management BAM Stock Holding History

Cromwell Holdings’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	$71.4K	Hold	1,591	–	–	0.03%	427
2026 Q1	$70.7K	Hold	1,591	–	–	0.04%	403
2025 Q4	$83.4K	Hold	1,591	–	–	0.05%	351
2025 Q3	$90.6K	Hold	1,591	–	–	0.05%	342
2025 Q2	$88K	Hold	1,591	–	–	0.05%	330
2025 Q1	$77.1K	Hold	1,591	–	–	0.05%	345
2024 Q4	$86.2K	Hold	1,591	–	–	0.05%	323
2024 Q3	$75.2K	Hold	1,591	–	–	0.05%	358
2024 Q2	$60.5K	Buy	+1,591	New	+$62.5K	0.04%	390

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

Cromwell Holdings's BAM Position: Q2 2026 in Review

Cromwell Holdings held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 1,591 shares worth $71.4K. The position accounts for 0.03% of the portfolio, ranked #427.

Cromwell Holdings first reported a position in BAM in Q2 2024 and has held it in 9 quarters since. The position peaked at $90.6K in Q3 2025. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Cromwell Holdings held 1,591 shares of Brookfield Asset Management worth $71.4K as of Q2 2026.
Cromwell Holdings left its Brookfield Asset Management share count unchanged in Q2 2026.
Brookfield Asset Management made up 0.03% of Cromwell Holdings's portfolio in Q2 2026, its #427 holding.
Cromwell Holdings first reported a position in Brookfield Asset Management in Q2 2024 and has held it in 9 quarters since.
Cromwell Holdings's Brookfield Asset Management position peaked at $90.6K in Q3 2025.
620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.