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Elevation Wealth Partners’s Brookfield Asset Management BAM Stock Holding History

Elevation Wealth Partners’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
Q3 		$7.04K Buy
158
+57
+56% +$2.78K ﹤0.01% 1016
2026
Q2 		$4.53K Buy
+101
New +$4.77K ﹤0.01% 1042

Other funds holding BAM

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Elevation Wealth Partners's BAM Position: Q3 2026 in Review

Elevation Wealth Partners increased its Brookfield Asset Management (BAM) stake by 56% in Q3 2026, buying an estimated $2.78K and bringing the position to 158 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Elevation Wealth Partners first reported a position in BAM in Q2 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

  • Elevation Wealth Partners held 158 shares of Brookfield Asset Management worth $7.04K as of Q3 2026.
  • Elevation Wealth Partners bought 57 Brookfield Asset Management shares in Q3 2026, an estimated $2.78K.
  • Brookfield Asset Management made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1016 holding.
  • Elevation Wealth Partners first reported a position in Brookfield Asset Management in Q2 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.