Financial Perspectives’s Brookfield Asset Management BAM Stock Holding History

Financial Perspectives’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	$69.2K	Hold	1,544	–	–	0.02%	285
2026 Q1	$68.6K	Buy	1,544 +1	+0.1%	+$49	0.02%	271
2025 Q4	$80.9K	Hold	1,543	–	–	0.02%	254
2025 Q3	$87.9K	Sell	1,543 -77	-5%	-$4.58K	0.02%	249
2025 Q2	$89.6K	Hold	1,620	–	–	0.03%	238
2025 Q1	$78.5K	Hold	1,620	–	–	0.03%	243
2024 Q4	$87.8K	Buy	1,620 +1	+0.1%	+$54	0.03%	236
2024 Q3	$76.6K	Hold	1,619	–	–	0.03%	245
2024 Q2	$61.6K	Hold	1,619	–	–	0.02%	256
2024 Q1	$68K	Hold	1,619	–	–	0.03%	246
2023 Q4	$65K	Buy	1,619 +1	+0.1%	+$34	0.03%	247
2023 Q3	$54K	Hold	1,618	–	–	0.02%	251
2023 Q2	$52.8K	Hold	1,618	–	–	0.02%	254
2023 Q1	$52.9K	Hold	1,618	–	–	0.03%	254
2022 Q4	$46.4K	Buy	+1,618	New	+$48.7K	0.02%	256

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

Financial Perspectives's BAM Position: Q2 2026 in Review

Financial Perspectives held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 1,544 shares worth $69.2K. The position accounts for 0.02% of the portfolio, ranked #285.

Financial Perspectives first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $89.6K in Q2 2025. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Financial Perspectives held 1,544 shares of Brookfield Asset Management worth $69.2K as of Q2 2026.
Financial Perspectives left its Brookfield Asset Management share count unchanged in Q2 2026.
Brookfield Asset Management made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #285 holding.
Financial Perspectives first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
Financial Perspectives's Brookfield Asset Management position peaked at $89.6K in Q2 2025.
619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.