LWMI
BAM icon

Legacy Wealth Management (Idaho)’s Brookfield Asset Management BAM Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-190
Closed -$8.45K – 259
2026
Q1 		$8.45K Hold
190
– – ﹤0.01% 526
2025
Q4 		$9.96K Hold
190
– – ﹤0.01% 428
2025
Q3 		$10.8K Hold
190
– – ﹤0.01% 335
2025
Q2 		$10.5K Hold
190
– – 0.01% 308
2025
Q1 		$9.21K Hold
190
– – 0.01% 340
2024
Q4 		$11K Hold
190
– – 0.01% 274
2024
Q3 		$10.8K Buy
+190
New +$7.96K 0.01% 300

Other funds holding BAM

BC
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s BAM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Brookfield Asset Management (BAM) in Q2 2026, closing a stake of 190 shares — an estimated $8.45K sold.

Legacy Wealth Management (Idaho) first reported a position in BAM in Q3 2024 and held it in 7 quarters. The position peaked at $11K in Q4 2024. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Brookfield Asset Management position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 190 Brookfield Asset Management shares in Q2 2026, an estimated $8.45K.
  • Legacy Wealth Management (Idaho) first reported a position in Brookfield Asset Management in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Brookfield Asset Management position peaked at $11K in Q4 2024.
  • 624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.