Golden State Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Golden State Wealth 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	$1.48K	Hold	33	–	–	﹤0.01%	1437
2026 Q1	$1.47K	Sell	33 -28	-46%	-$1.37K	﹤0.01%	1393
2025 Q4	$3.21K	Hold	61	–	–	﹤0.01%	1313
2025 Q3	$3.47K	Buy	61 +28	+85%	+$1.67K	﹤0.01%	1313
2025 Q2	$1.82K	Hold	33	–	–	﹤0.01%	1367
2025 Q1	$1.6K	Hold	33	–	–	﹤0.01%	1350
2024 Q4	$1.79K	Buy	+33	New	+$1.78K	﹤0.01%	1268

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

Golden State Wealth Management's BAM Position: Q2 2026 in Review

Golden State Wealth Management held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 33 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Golden State Wealth Management first reported a position in BAM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.47K in Q3 2025. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Golden State Wealth Management held 33 shares of Brookfield Asset Management worth $1.48K as of Q2 2026.
Golden State Wealth Management left its Brookfield Asset Management share count unchanged in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1437 holding.
Golden State Wealth Management first reported a position in Brookfield Asset Management in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Brookfield Asset Management position peaked at $3.47K in Q3 2025.
621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.