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Foundations Investment Advisors’s Brookfield Asset Management BAM Stock Holding History

Foundations Investment Advisors’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 		$723K Sell
16,112
-925
-5% -$43.7K 0.01% 664
2026
Q1 		$757K Sell
17,037
-128
-0.7% -$6.25K 0.01% 594
2025
Q4 		$899K Buy
17,165
+226
+1% +$12.2K 0.01% 539
2025
Q3 		$965K Sell
16,939
-1,226
-7% -$72.9K 0.01% 479
2025
Q2 		$1M Buy
18,165
+2,596
+17% +$139K 0.02% 432
2025
Q1 		$754K Buy
15,569
+3,919
+34% +$214K 0.01% 471
2024
Q4 		$631K Buy
11,650
+4,996
+75% +$270K 0.01% 492
2024
Q3 		$315K Buy
6,654
+315
+5% +$13.2K 0.01% 623
2024
Q2 		$241K Buy
6,339
+126
+2% +$4.95K 0.01% 670
2024
Q1 		$261K Sell
6,213
-199
-3% -$8.04K 0.01% 613
2023
Q4 		$258K Sell
6,412
-179
-3% -$6.05K 0.01% 590
2023
Q3 		$220K Buy
+6,591
New +$223K 0.01% 588

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

Foundations Investment Advisors's BAM Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Brookfield Asset Management (BAM) stake by 5.4% in Q2 2026, selling an estimated $43.7K and leaving 16,112 shares worth $723K. The position accounts for 0.01% of the portfolio, ranked #664.

Foundations Investment Advisors first reported a position in BAM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1M in Q2 2025. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Foundations Investment Advisors held 16,112 shares of Brookfield Asset Management worth $723K as of Q2 2026.
  • Foundations Investment Advisors sold 925 Brookfield Asset Management shares in Q2 2026, an estimated $43.7K.
  • Brookfield Asset Management made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #664 holding.
  • Foundations Investment Advisors first reported a position in Brookfield Asset Management in Q3 2023 and has held it in 12 quarters since.
  • Foundations Investment Advisors's Brookfield Asset Management position peaked at $1M in Q2 2025.
  • 620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.