GRP
BAM icon

Global Retirement Partners’s Brookfield Asset Management BAM Stock Holding History

Global Retirement Partners’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 		$79.9K Buy
+1,782
New +$84.1K ﹤0.01% 2221
2025
Q4 		$69.6K Buy
1,329
+782
+143% +$42K ﹤0.01% 2145
2025
Q3 		$31.1K Sell
547
-30
-5% -$1.78K ﹤0.01% 2164
2025
Q2 		$31.9K Buy
+577
New +$31K ﹤0.01% 2030
2024
Q4 		$76.2K Buy
1,406
+887
+171% +$47.9K ﹤0.01% 1409
2024
Q3 		$24.5K Sell
519
-358
-41% -$15K ﹤0.01% 1893
2024
Q2 		$33.4K Buy
877
+189
+27% +$7.43K ﹤0.01% 1740
2024
Q1 		$28.9K Buy
688
+1
+0.1% +$40 ﹤0.01% 1653
2023
Q4 		$26.5K Sell
687
-43
-6% -$1.45K ﹤0.01% 1625
2023
Q3 		$22.8K Buy
730
+125
+21% +$4.22K ﹤0.01% 1592
2023
Q2 		$19.7K Buy
605
+4
+0.7% +$129 ﹤0.01% 1675
2023
Q1 		$19.5K Buy
601
+566
+1,617% +$18.4K ﹤0.01% 1648
2022
Q4 		$1K Buy
+35
New +$1.05K ﹤0.01% 2594

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

Global Retirement Partners's BAM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Brookfield Asset Management (BAM) in Q2 2026: 1,782 shares worth $79.9K. The stake represents ﹤0.01% of the portfolio and ranks #2221 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BAM as recently as Q4 2025.

Global Retirement Partners first reported a position in BAM in Q4 2022 and has held it in 13 quarters since. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Global Retirement Partners held 1,782 shares of Brookfield Asset Management worth $79.9K as of Q2 2026.
  • Brookfield Asset Management was a new Global Retirement Partners position in Q2 2026.
  • Brookfield Asset Management made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2221 holding.
  • Global Retirement Partners first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 13 quarters since.
  • 624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.