Lido Advisors
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Lido Advisors’s Brookfield Asset Management BAM Stock Holding History

Lido 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 		$774K Buy
+17,248
New +$814K ﹤0.01% 1231
2026
Q1 		– Sell
-3,744
Closed -$205K – 1956
2025
Q4 		$205K Hold
3,744
– – ﹤0.01% 1757
2025
Q3 		$213K Buy
+3,744
New +$223K ﹤0.01% 1652

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

Lido Advisors's BAM Position: Q2 2026 in Review

Lido Advisors opened a new position in Brookfield Asset Management (BAM) in Q2 2026: 17,248 shares worth $774K. The stake represents ﹤0.01% of the portfolio and ranks #1231 among its holdings. This is a return to the name: Lido Advisors previously reported a position in BAM as recently as Q4 2025.

Lido Advisors first reported a position in BAM in Q3 2025 and has held it in 3 quarters since. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Lido Advisors held 17,248 shares of Brookfield Asset Management worth $774K as of Q2 2026.
  • Brookfield Asset Management was a new Lido Advisors position in Q2 2026.
  • Brookfield Asset Management made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1231 holding.
  • Lido Advisors first reported a position in Brookfield Asset Management in Q3 2025 and has held it in 3 quarters since.
  • 621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.