CVA Family Office’s Brookfield Asset Management BAM Stock Holding History

CVA Family Office’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	$5.92K	Sell	132 -27	-17%	-$1.27K	﹤0.01%	1214
2026 Q1	$7.07K	Buy	159 +27	+20%	+$1.32K	﹤0.01%	1111
2025 Q4	$6.92K	Hold	132	–	–	﹤0.01%	846
2025 Q3	$7.52K	Hold	132	–	–	﹤0.01%	842
2025 Q2	$7.3K	Hold	132	–	–	﹤0.01%	846
2025 Q1	$6.39K	Sell	132 -11	-8%	-$600	﹤0.01%	867
2024 Q4	$7.75K	Hold	143	–	–	﹤0.01%	828
2024 Q3	$6.76K	Hold	143	–	–	﹤0.01%	810
2024 Q2	$5.44K	Hold	143	–	–	﹤0.01%	818
2024 Q1	$6.01K	Hold	143	–	–	﹤0.01%	817
2023 Q4	$5.74K	Buy	+143	New	+$4.83K	﹤0.01%	804
2023 Q3	–	Sell	-113	Closed	-$3.69K	–	296
2023 Q2	$3.69K	Buy	+113	New	+$3.63K	﹤0.01%	838

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

CVA Family Office's BAM Position: Q2 2026 in Review

CVA Family Office reduced its Brookfield Asset Management (BAM) stake by 17% in Q2 2026, selling an estimated $1.27K and leaving 132 shares worth $5.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

CVA Family Office first reported a position in BAM in Q2 2023 and has held it in 12 quarters since. The position peaked at $7.75K in Q4 2024. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

CVA Family Office held 132 shares of Brookfield Asset Management worth $5.92K as of Q2 2026.
CVA Family Office sold 27 Brookfield Asset Management shares in Q2 2026, an estimated $1.27K.
Brookfield Asset Management made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1214 holding.
CVA Family Office first reported a position in Brookfield Asset Management in Q2 2023 and has held it in 12 quarters since.
CVA Family Office's Brookfield Asset Management position peaked at $7.75K in Q4 2024.
619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.