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EverSource Wealth Advisors’s Brookfield Asset Management BAM Stock Holding History

EverSource Wealth Advisors’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 		$59.8K Sell
1,333
-376
-22% -$17.8K ﹤0.01% 1659
2026
Q1 		$76K Buy
1,709
+793
+87% +$38.7K ﹤0.01% 1597
2025
Q4 		$48K Sell
916
-1,058
-54% -$56.9K ﹤0.01% 1776
2025
Q3 		$112K Buy
1,974
+1,053
+114% +$62.6K ﹤0.01% 1215
2025
Q2 		$50.9K Sell
921
-735
-44% -$39.5K ﹤0.01% 1600
2025
Q1 		$80.2K Buy
1,656
+35
+2% +$1.91K ﹤0.01% 1001
2024
Q4 		$87.8K Buy
1,621
+36
+2% +$1.94K ﹤0.01% 948
2024
Q3 		$74.9K Sell
1,585
-1,824
-54% -$76.4K ﹤0.01% 898
2024
Q2 		$149K Sell
3,409
-183
-5% -$7.19K 0.01% 663
2024
Q1 		$137K Sell
3,592
-88
-2% -$3.56K 0.01% 606
2023
Q4 		$148K Buy
3,680
+1,720
+88% +$58.1K 0.01% 511
2023
Q3 		$65.3K Buy
1,960
+65
+3% +$2.19K 0.01% 719
2023
Q2 		$61.8K Buy
1,895
+1,732
+1,063% +$55.7K 0.01% 754
2023
Q1 		$5.33K Buy
163
+95
+140% +$3.09K ﹤0.01% 1623
2022
Q4 		$1.95K Buy
+68
New +$2.05K ﹤0.01% 1915

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

EverSource Wealth Advisors's BAM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Brookfield Asset Management (BAM) stake by 22% in Q2 2026, selling an estimated $17.8K and leaving 1,333 shares worth $59.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

EverSource Wealth Advisors first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $149K in Q2 2024. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • EverSource Wealth Advisors held 1,333 shares of Brookfield Asset Management worth $59.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 376 Brookfield Asset Management shares in Q2 2026, an estimated $17.8K.
  • Brookfield Asset Management made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1659 holding.
  • EverSource Wealth Advisors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Brookfield Asset Management position peaked at $149K in Q2 2024.
  • 624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.