Diversify Advisory Services’s Brookfield Asset Management BAM Stock Holding History

Diversify Advisory Services’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	$1.14M	Buy	+23,869	New	+$1.13M	0.02%	584
2025 Q3	–	Sell	-3,304	Closed	-$207K	–	881
2025 Q2	$207K	Buy	+3,304	New	+$177K	0.01%	790
2024 Q3	–	Sell	-5,706	Closed	-$216K	–	639
2024 Q2	$216K	Sell	5,706 -7,785	-58%	-$306K	0.01%	592
2024 Q1	$566K	Buy	+13,491	New	+$545K	0.03%	393

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

Diversify Advisory Services's BAM Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Brookfield Asset Management (BAM) in Q2 2026: 23,869 shares worth $1.14M. The stake represents 0.02% of the portfolio and ranks #584 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in BAM as recently as Q2 2025.

Diversify Advisory Services first reported a position in BAM in Q1 2024 and has held it in 4 quarters since. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Diversify Advisory Services held 23,869 shares of Brookfield Asset Management worth $1.14M as of Q2 2026.
Brookfield Asset Management was a new Diversify Advisory Services position in Q2 2026.
Brookfield Asset Management made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #584 holding.
Diversify Advisory Services first reported a position in Brookfield Asset Management in Q1 2024 and has held it in 4 quarters since.
621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.