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

Equity 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 		$527K Sell
11,755
-201
-2% -$9.49K 0.19% 63
2026
Q1 		$531K Sell
11,956
-1,327
-10% -$64.8K 0.34% 48
2025
Q4 		$696K Buy
13,283
+811
+7% +$43.6K 0.45% 44
2025
Q3 		$710K Buy
+12,472
New +$742K 0.58% 45

Other funds holding BAM

BC
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Equity Wealth Partners reduced its Brookfield Asset Management (BAM) stake by 1.7% in Q2 2026, selling an estimated $9.49K and leaving 11,755 shares worth $527K. The position accounts for 0.19% of the portfolio, ranked #63.

Equity Wealth Partners first reported a position in BAM in Q3 2025 and has held it in 4 quarters since. The position peaked at $710K in Q3 2025. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Equity Wealth Partners held 11,755 shares of Brookfield Asset Management worth $527K as of Q2 2026.
  • Equity Wealth Partners sold 201 Brookfield Asset Management shares in Q2 2026, an estimated $9.49K.
  • Brookfield Asset Management made up 0.19% of Equity Wealth Partners's portfolio in Q2 2026, its #63 holding.
  • Equity Wealth Partners first reported a position in Brookfield Asset Management in Q3 2025 and has held it in 4 quarters since.
  • Equity Wealth Partners's Brookfield Asset Management position peaked at $710K in Q3 2025.
  • 620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Equity Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.