Greykasell Wealth Strategies’s Brookfield Asset Management BAM Stock Holding History

Greykasell Wealth Strategies’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	$9.26K	Hold	207	–	–	﹤0.01%	385
2026 Q1	$9.18K	Hold	207	–	–	﹤0.01%	408
2025 Q4	$10.8K	Buy	207 +58	+39%	+$3.12K	﹤0.01%	356
2025 Q3	$8.48K	Hold	149	–	–	﹤0.01%	310
2025 Q2	$8.24K	Hold	149	–	–	﹤0.01%	254
2025 Q1	$7.22K	Buy	+149	New	+$8.12K	﹤0.01%	277

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

Greykasell Wealth Strategies's BAM Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 207 shares worth $9.26K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Greykasell Wealth Strategies first reported a position in BAM in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.8K in Q4 2025. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Greykasell Wealth Strategies held 207 shares of Brookfield Asset Management worth $9.26K as of Q2 2026.
Greykasell Wealth Strategies left its Brookfield Asset Management share count unchanged in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #385 holding.
Greykasell Wealth Strategies first reported a position in Brookfield Asset Management in Q1 2025 and has held it in 6 quarters since.
Greykasell Wealth Strategies's Brookfield Asset Management position peaked at $10.8K in Q4 2025.
624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.