JFS Wealth Advisors’s Brookfield Asset Management BAM Stock Holding History

JFS Wealth 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	$2.42K	Buy	54 +4	+8%	+$189	﹤0.01%	1551
2026 Q1	$2.22K	Sell	50 -12	-19%	-$586	﹤0.01%	1473
2025 Q4	$3.25K	Hold	62	–	–	﹤0.01%	1402
2025 Q3	$3.53K	Hold	62	–	–	﹤0.01%	1251
2025 Q2	$3.43K	Buy	62 +11	+22%	+$590	﹤0.01%	1219
2025 Q1	$2.47K	Buy	51 +32	+168%	+$1.74K	﹤0.01%	1393
2024 Q4	$1.03K	Hold	19	–	–	﹤0.01%	1666
2024 Q3	$899	Hold	19	–	–	﹤0.01%	1717
2024 Q2	$723	Buy	+19	New	+$747	﹤0.01%	1741
2023 Q4	–	Sell	-5	Closed	-$167	–	2001
2023 Q3	$167	Hold	5	–	–	﹤0.01%	1881
2023 Q2	$164	Sell	5 -51	-91%	-$1.64K	﹤0.01%	1895
2023 Q1	$1.83K	Hold	56	–	–	﹤0.01%	1403
2022 Q4	$1.61K	Buy	+56	New	+$1.69K	﹤0.01%	1456

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

JFS Wealth Advisors's BAM Position: Q2 2026 in Review

JFS Wealth Advisors increased its Brookfield Asset Management (BAM) stake by 8% in Q2 2026, buying an estimated $189 and bringing the position to 54 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

JFS Wealth Advisors first reported a position in BAM in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.53K in Q3 2025. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

JFS Wealth Advisors held 54 shares of Brookfield Asset Management worth $2.42K as of Q2 2026.
JFS Wealth Advisors bought 4 Brookfield Asset Management shares in Q2 2026, an estimated $189.
Brookfield Asset Management made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1551 holding.
JFS Wealth Advisors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 13 quarters since.
JFS Wealth Advisors's Brookfield Asset Management position peaked at $3.53K in Q3 2025.
619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.