Formidable Asset Management’s Brookfield Asset Management BAM Stock Holding History

Formidable Asset Management’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	$409K	Buy	+9,198	New	+$434K	0.07%	261

Other funds holding BAM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Formidable Asset Management's BAM Position: Q2 2026 in Review

Formidable Asset Management opened a new position in Brookfield Asset Management (BAM) in Q2 2026: 9,198 shares worth $409K. The stake represents 0.07% of the portfolio and ranks #261 among its holdings.

102 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Formidable Asset Management held 9,198 shares of Brookfield Asset Management worth $409K as of Q2 2026.
Brookfield Asset Management was a new Formidable Asset Management position in Q2 2026.
Brookfield Asset Management made up 0.07% of Formidable Asset Management's portfolio in Q2 2026, its #261 holding.
102 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.