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

Diversify 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	$1.14M	Sell	23,869 -41	-0.2%	-$1.94K	0.02%	584
2026 Q1	$1.1M	Buy	23,910 +5,688	+31%	+$278K	0.02%	572
2025 Q4	$957K	Sell	18,222 -4,835	-21%	-$260K	0.04%	327
2025 Q3	$1.25M	Buy	23,057 +743	+3%	+$44.2K	0.07%	247
2025 Q2	$1.4M	Buy	22,314 +2,452	+12%	+$132K	0.09%	226
2025 Q1	$1.07M	Buy	19,862 +2,669	+16%	+$145K	0.08%	233
2024 Q4	$895K	Buy	17,193 +2,222	+15%	+$120K	0.07%	234
2024 Q3	$758K	Buy	14,971 +1,497	+11%	+$62.7K	0.07%	230
2024 Q2	$531K	Buy	+13,474	New	+$530K	0.07%	261

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 Wealth Management's BAM Position: Q2 2026 in Review

Diversify Wealth Management reduced its Brookfield Asset Management (BAM) stake by 0.17% in Q2 2026, selling an estimated $1.94K and leaving 23,869 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #584.

Diversify Wealth Management first reported a position in BAM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.4M in Q2 2025. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Diversify Wealth Management held 23,869 shares of Brookfield Asset Management worth $1.14M as of Q2 2026.
Diversify Wealth Management sold 41 Brookfield Asset Management shares in Q2 2026, an estimated $1.94K.
Brookfield Asset Management made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #584 holding.
Diversify Wealth Management first reported a position in Brookfield Asset Management in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Brookfield Asset Management position peaked at $1.4M in Q2 2025.
624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.