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

Evermay 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	$2.29K	Hold	51	–	–	﹤0.01%	589
2026 Q1	$2.27K	Hold	51	–	–	﹤0.01%	544
2025 Q4	$2.67K	Buy	+51	New	+$2.74K	﹤0.01%	503
2024 Q4	–	Sell	-11	Closed	-$521	–	577
2024 Q3	$521	Hold	11	–	–	﹤0.01%	568
2024 Q2	$419	Hold	11	–	–	﹤0.01%	578
2024 Q1	$463	Hold	11	–	–	﹤0.01%	577
2023 Q4	$442	Hold	11	–	–	﹤0.01%	570
2023 Q3	$367	Hold	11	–	–	﹤0.01%	541
2023 Q2	$359	Buy	+11	New	+$354	﹤0.01%	532

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

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

Evermay Wealth Management held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 51 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Evermay Wealth Management first reported a position in BAM in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.67K in Q4 2025. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Evermay Wealth Management held 51 shares of Brookfield Asset Management worth $2.29K as of Q2 2026.
Evermay Wealth Management left its Brookfield Asset Management share count unchanged in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #589 holding.
Evermay Wealth Management first reported a position in Brookfield Asset Management in Q2 2023 and has held it in 9 quarters since.
Evermay Wealth Management's Brookfield Asset Management position peaked at $2.67K in Q4 2025.
619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.