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 Q2	$4.53K	Buy	+101	New	+$4.77K	﹤0.01%	1042

Other funds holding BAM

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Elevation Wealth Partners's BAM Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Brookfield Asset Management (BAM) in Q2 2026: 101 shares worth $4.53K. The stake represents ﹤0.01% of the portfolio and ranks #1042 among its holdings.

195 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Elevation Wealth Partners held 101 shares of Brookfield Asset Management worth $4.53K as of Q2 2026.
Brookfield Asset Management was a new Elevation Wealth Partners position in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1042 holding.
195 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.