Larson Financial Group’s Brookfield Asset Management BAM Stock Holding History

Larson Financial Group’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	$60K	Buy	1,339 +19	+1%	+$897	﹤0.01%	1438
2026 Q1	$58.7K	Buy	1,320 +10	+0.8%	+$488	﹤0.01%	1266
2025 Q4	$68.6K	Sell	1,310 -225	-15%	-$12.1K	﹤0.01%	1087
2025 Q3	$87.4K	Buy	1,535 +478	+45%	+$28.4K	﹤0.01%	955
2025 Q2	$58.4K	Sell	1,057 -40	-4%	-$2.15K	﹤0.01%	1018
2025 Q1	$53.1K	Buy	1,097 +1,004	+1,080%	+$54.7K	﹤0.01%	1006
2024 Q4	$5.04K	Buy	93 +91	+4,550%	+$4.91K	﹤0.01%	1664
2024 Q3	$95	Hold	2	–	–	﹤0.01%	2544
2024 Q2	$76	Buy	+2	New	+$79	﹤0.01%	2298
2024 Q1	–	Sell	-29	Closed	-$1.17K	–	1797
2023 Q4	$1.17K	Sell	29 -23	-44%	-$777	﹤0.01%	1443
2023 Q3	$1.73K	Buy	52 +23	+79%	+$776	﹤0.01%	1385
2023 Q2	$946	Hold	29	–	–	﹤0.01%	1373
2023 Q1	$949	Hold	29	–	–	﹤0.01%	1349
2022 Q4	$831	Buy	+29	New	+$873	﹤0.01%	1320

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

Larson Financial Group's BAM Position: Q2 2026 in Review

Larson Financial Group increased its Brookfield Asset Management (BAM) stake by 1.4% in Q2 2026, buying an estimated $897 and bringing the position to 1,339 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Larson Financial Group first reported a position in BAM in Q4 2022 and has held it in 14 quarters since. The position peaked at $87.4K in Q3 2025. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Larson Financial Group held 1,339 shares of Brookfield Asset Management worth $60K as of Q2 2026.
Larson Financial Group bought 19 Brookfield Asset Management shares in Q2 2026, an estimated $897.
Brookfield Asset Management made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1438 holding.
Larson Financial Group first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 14 quarters since.
Larson Financial Group's Brookfield Asset Management position peaked at $87.4K in Q3 2025.
620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.