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Financial Management Professionals’s Brookfield Asset Management BAM Stock Holding History

Financial Management Professionals’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 		$17.6K Sell
392
-1,705
-81% -$80.5K ﹤0.01% 484
2026
Q1 		$93.2K Sell
2,097
-4
-0.2% -$195 0.01% 198
2025
Q4 		$110K Buy
2,101
+69
+3% +$3.71K 0.01% 195
2025
Q3 		$116K Buy
2,032
+60
+3% +$3.57K 0.01% 192
2025
Q2 		$109K Sell
1,972
-164
-8% -$8.8K 0.01% 186
2025
Q1 		$103K Buy
2,136
+763
+56% +$41.6K 0.01% 189
2024
Q4 		$74.4K Buy
1,373
+56
+4% +$3.02K 0.01% 217
2024
Q3 		$62K Sell
1,317
-60
-4% -$2.51K 0.01% 237
2024
Q2 		$52K Buy
1,377
+1,163
+543% +$45.7K 0.01% 254
2024
Q1 		$9K Buy
214
+11
+5% +$445 ﹤0.01% 547
2023
Q4 		$8K Buy
203
+18
+10% +$608 ﹤0.01% 567
2023
Q3 		$6K Hold
185
– – ﹤0.01% 566
2023
Q2 		$6K Buy
185
+44
+31% +$1.42K ﹤0.01% 625
2023
Q1 		$5K Buy
141
+94
+200% +$3.05K ﹤0.01% 670
2022
Q4 		$1K Buy
+47
New +$1.41K ﹤0.01% 793

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

Financial Management Professionals's BAM Position: Q2 2026 in Review

Financial Management Professionals reduced its Brookfield Asset Management (BAM) stake by 81% in Q2 2026, selling an estimated $80.5K and leaving 392 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Financial Management Professionals first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $116K in Q3 2025. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Financial Management Professionals held 392 shares of Brookfield Asset Management worth $17.6K as of Q2 2026.
  • Financial Management Professionals sold 1,705 Brookfield Asset Management shares in Q2 2026, an estimated $80.5K.
  • Brookfield Asset Management made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #484 holding.
  • Financial Management Professionals first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • Financial Management Professionals's Brookfield Asset Management position peaked at $116K in Q3 2025.
  • 619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.