Keating Financial Advisory Services’s Brookfield Asset Management BAM Stock Holding History

Keating Financial Advisory Services’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	$3.23K	Buy	72 +46	+177%	+$2.17K	﹤0.01%	1746
2026 Q1	$1.16K	Buy	26 +11	+73%	+$537	﹤0.01%	2036
2025 Q4	$786	Buy	+15	New	+$806	﹤0.01%	1870

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

Keating Financial Advisory Services's BAM Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Brookfield Asset Management (BAM) stake by 177% in Q2 2026, buying an estimated $2.17K and bringing the position to 72 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Keating Financial Advisory Services first reported a position in BAM in Q4 2025 and has held it in 3 quarters since. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Keating Financial Advisory Services held 72 shares of Brookfield Asset Management worth $3.23K as of Q2 2026.
Keating Financial Advisory Services bought 46 Brookfield Asset Management shares in Q2 2026, an estimated $2.17K.
Brookfield Asset Management made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1746 holding.
Keating Financial Advisory Services first reported a position in Brookfield Asset Management in Q4 2025 and has held it in 3 quarters since.
619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.