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Farmers & Merchants Investments Inc’s Brookfield Asset Management BAM Stock Holding History

Farmers & Merchants Investments Inc’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 		$113K Hold
2,519
– – ﹤0.01% 366
2026
Q1 		$112K Hold
2,519
– – ﹤0.01% 357
2025
Q4 		$132K Hold
2,519
– – ﹤0.01% 333
2025
Q3 		$143K Hold
2,519
– – ﹤0.01% 326
2025
Q2 		$139K Hold
2,519
– – ﹤0.01% 338
2025
Q1 		$122K Hold
2,519
– – ﹤0.01% 350
2024
Q4 		$137K Hold
2,519
– – ﹤0.01% 342
2024
Q3 		$119K Hold
2,519
– – ﹤0.01% 356
2024
Q2 		$95.8K Buy
+2,519
New +$99K ﹤0.01% 379

Other funds holding BAM

Principal Financial Group
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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Farmers & Merchants Investments Inc's BAM Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 2,519 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Farmers & Merchants Investments Inc first reported a position in BAM in Q2 2024 and has held it in 9 quarters since. The position peaked at $143K in Q3 2025. 302 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Farmers & Merchants Investments Inc held 2,519 shares of Brookfield Asset Management worth $113K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its Brookfield Asset Management share count unchanged in Q2 2026.
  • Brookfield Asset Management made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #366 holding.
  • Farmers & Merchants Investments Inc first reported a position in Brookfield Asset Management in Q2 2024 and has held it in 9 quarters since.
  • Farmers & Merchants Investments Inc's Brookfield Asset Management position peaked at $143K in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.