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Farther Finance Advisors’s Brookfield Asset Management BAM Stock Holding History

Farther Finance 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 		$172K Buy
3,836
+12
+0.3% +$567 ﹤0.01% 2364
2026
Q1 		$169K Buy
3,824
+516
+16% +$25.2K ﹤0.01% 2137
2025
Q4 		$173K Buy
3,308
+2,834
+598% +$152K ﹤0.01% 2004
2025
Q3 		$27K Buy
474
+173
+57% +$10.3K ﹤0.01% 2840
2025
Q2 		$16.6K Sell
301
-930
-76% -$49.9K ﹤0.01% 2791
2025
Q1 		$60.9K Buy
1,231
+52
+4% +$2.83K ﹤0.01% 1801
2024
Q4 		$63.9K Sell
1,179
-41
-3% -$2.21K ﹤0.01% 1529
2024
Q3 		$57.7K Sell
1,220
-461
-27% -$19.3K ﹤0.01% 1573
2024
Q2 		$63K Sell
1,681
-125
-7% -$4.91K ﹤0.01% 1315
2024
Q1 		$75.7K Sell
1,806
-126
-7% -$5.09K ﹤0.01% 1039
2023
Q4 		$77.6K Sell
1,932
-24
-1% -$811 0.01% 878
2023
Q3 		$65.2K Sell
1,956
-208
-10% -$7.02K 0.01% 694
2023
Q2 		$70.6K Sell
2,164
-1,485
-41% -$47.8K 0.02% 563
2023
Q1 		$119K Sell
3,649
-170
-4% -$5.52K 0.03% 360
2022
Q4 		$109K Buy
+3,819
New +$115K 0.04% 306

Other funds holding BAM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Farther Finance Advisors's BAM Position: Q2 2026 in Review

Farther Finance Advisors increased its Brookfield Asset Management (BAM) stake by 0.31% in Q2 2026, buying an estimated $567 and bringing the position to 3,836 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

Farther Finance Advisors first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $173K in Q4 2025. 70 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Farther Finance Advisors held 3,836 shares of Brookfield Asset Management worth $172K as of Q2 2026.
  • Farther Finance Advisors bought 12 Brookfield Asset Management shares in Q2 2026, an estimated $567.
  • Brookfield Asset Management made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2364 holding.
  • Farther Finance Advisors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Brookfield Asset Management position peaked at $173K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.