Darwin Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Darwin Wealth 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	$3.54K	Hold	79	–	–	﹤0.01%	473
2026 Q1	$3.51K	Hold	79	–	–	﹤0.01%	444
2025 Q4	$4.14K	Hold	79	–	–	﹤0.01%	462
2025 Q3	$4.5K	Hold	79	–	–	﹤0.01%	436
2025 Q2	$4.37K	Hold	79	–	–	﹤0.01%	424
2025 Q1	$4.28K	Hold	79	–	–	﹤0.01%	454
2024 Q4	$4.28K	Hold	79	–	–	﹤0.01%	454
2024 Q3	$3.74K	Buy	+79	New	+$3.31K	﹤0.01%	476

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

Darwin Wealth Management's BAM Position: Q2 2026 in Review

Darwin Wealth Management held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 79 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Darwin Wealth Management first reported a position in BAM in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.5K in Q3 2025. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Darwin Wealth Management held 79 shares of Brookfield Asset Management worth $3.54K as of Q2 2026.
Darwin Wealth Management left its Brookfield Asset Management share count unchanged in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #473 holding.
Darwin Wealth Management first reported a position in Brookfield Asset Management in Q3 2024 and has held it in 8 quarters since.
Darwin Wealth Management's Brookfield Asset Management position peaked at $4.5K in Q3 2025.
621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.