GI
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GAMMA Investing’s Brookfield Asset Management BAM Stock Holding History

GAMMA Investing’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 		$135K Buy
3,000
+1,001
+50% +$47.3K 0.01% 1583
2026
Q1 		$88.9K Buy
1,999
+313
+19% +$15.3K ﹤0.01% 1775
2025
Q4 		$88.3K Buy
1,686
+855
+103% +$46K ﹤0.01% 1671
2025
Q3 		$47.3K Buy
831
+401
+93% +$23.8K ﹤0.01% 2026
2025
Q2 		$23.8K Buy
430
+43
+11% +$2.31K ﹤0.01% 2366
2025
Q1 		$18.8K Hold
387
– – ﹤0.01% 2420
2024
Q4 		$21K Buy
387
+91
+31% +$4.91K ﹤0.01% 2246
2024
Q3 		$14K Sell
296
-121
-29% -$5.07K ﹤0.01% 2307
2024
Q2 		$15.9K Buy
417
+162
+64% +$6.37K ﹤0.01% 2003
2024
Q1 		$10.7K Buy
255
+121
+90% +$4.89K ﹤0.01% 2021
2023
Q4 		$5.38K Buy
+134
New +$4.53K ﹤0.01% 2205

Other funds holding BAM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

GAMMA Investing's BAM Position: Q2 2026 in Review

GAMMA Investing increased its Brookfield Asset Management (BAM) stake by 50% in Q2 2026, buying an estimated $47.3K and bringing the position to 3,000 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #1583.

GAMMA Investing first reported a position in BAM in Q4 2023 and has held it in 11 quarters since. 102 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • GAMMA Investing held 3,000 shares of Brookfield Asset Management worth $135K as of Q2 2026.
  • GAMMA Investing bought 1,001 Brookfield Asset Management shares in Q2 2026, an estimated $47.3K.
  • Brookfield Asset Management made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1583 holding.
  • GAMMA Investing first reported a position in Brookfield Asset Management in Q4 2023 and has held it in 11 quarters since.
  • 102 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.