Fortitude Family Office’s Brookfield Asset Management BAM Stock Holding History

Fortitude Family Office’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	$9.28K	Hold	207	–	–	﹤0.01%	804
2026 Q1	$9.2K	Hold	207	–	–	﹤0.01%	689
2025 Q4	$10.8K	Hold	207	–	–	﹤0.01%	552
2025 Q3	$11.8K	Hold	207	–	–	﹤0.01%	511
2025 Q2	$11.4K	Hold	207	–	–	﹤0.01%	510
2025 Q1	$10K	Hold	207	–	–	﹤0.01%	537
2024 Q4	$11.2K	Buy	+207	New	+$11.2K	﹤0.01%	598

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

Fortitude Family Office's BAM Position: Q2 2026 in Review

Fortitude Family Office held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 207 shares worth $9.28K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Fortitude Family Office first reported a position in BAM in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.8K in Q3 2025. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Fortitude Family Office held 207 shares of Brookfield Asset Management worth $9.28K as of Q2 2026.
Fortitude Family Office left its Brookfield Asset Management share count unchanged in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #804 holding.
Fortitude Family Office first reported a position in Brookfield Asset Management in Q4 2024 and has held it in 7 quarters since.
Fortitude Family Office's Brookfield Asset Management position peaked at $11.8K in Q3 2025.
619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.