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

Evercore 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	–	Sell	-5,136	Closed	-$228K	–	435
2026 Q1	$228K	Hold	5,136	–	–	﹤0.01%	372
2025 Q4	$269K	Sell	5,136 -810	-14%	-$43.5K	﹤0.01%	356
2025 Q3	$339K	Hold	5,946	–	–	0.01%	336
2025 Q2	$329K	Sell	5,946 -250	-4%	-$13.4K	0.01%	334
2025 Q1	$300K	Hold	6,196	–	–	﹤0.01%	340
2024 Q4	$336K	Sell	6,196 -726	-10%	-$39.2K	0.01%	327
2024 Q3	$327K	Hold	6,922	–	–	﹤0.01%	330
2024 Q2	$263K	Hold	6,922	–	–	﹤0.01%	353
2024 Q1	$291K	Hold	6,922	–	–	﹤0.01%	346
2023 Q4	$278K	Hold	6,922	–	–	﹤0.01%	358
2023 Q3	$231K	Hold	6,922	–	–	﹤0.01%	363
2023 Q2	$226K	Sell	6,922 -193	-3%	-$6.21K	﹤0.01%	381
2023 Q1	$233K	Sell	7,115 -503	-7%	-$16.3K	﹤0.01%	364
2022 Q4	$218K	Buy	+7,618	New	+$229K	﹤0.01%	377

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

Evercore Wealth Management's BAM Position: Q2 2026 in Review

Evercore Wealth Management sold out of Brookfield Asset Management (BAM) in Q2 2026, closing a stake of 5,136 shares — an estimated $228K sold.

Evercore Wealth Management first reported a position in BAM in Q4 2022 and held it in 14 quarters. The position peaked at $339K in Q3 2025. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Evercore Wealth Management reported no remaining Brookfield Asset Management position as of Q2 2026 after selling out during the quarter.
Evercore Wealth Management sold 5,136 Brookfield Asset Management shares in Q2 2026, an estimated $228K.
Evercore Wealth Management first reported a position in Brookfield Asset Management in Q4 2022 and held it in 14 quarters.
Evercore Wealth Management's Brookfield Asset Management position peaked at $339K in Q3 2025.
619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.