Focus Partners Advisor Solutions’s Brookfield Asset Management BAM Stock Holding History

Focus Partners Advisor Solutions’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 Q3	$309K	Buy	+6,928	New	+$338K	﹤0.01%	1089

Other funds holding BAM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Focus Partners Advisor Solutions's BAM Position: Q3 2026 in Review

Focus Partners Advisor Solutions opened a new position in Brookfield Asset Management (BAM) in Q3 2026: 6,928 shares worth $309K. The stake represents ﹤0.01% of the portfolio and ranks #1089 among its holdings.

522 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

Focus Partners Advisor Solutions held 6,928 shares of Brookfield Asset Management worth $309K as of Q3 2026.
Brookfield Asset Management was a new Focus Partners Advisor Solutions position in Q3 2026.
Brookfield Asset Management made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q3 2026, its #1089 holding.
522 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2026, filed 10 Nov 2026.