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Loring Wolcott & Coolidge Fiduciary Advisors’s Brookfield Asset Management BAM Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$257K Hold
5,730
– – ﹤0.01% 301
2026
Q1 		$257K Hold
5,730
– – ﹤0.01% 293
2025
Q4 		$296K Hold
5,730
– – ﹤0.01% 280
2025
Q3 		$308K Buy
+5,730
New +$341K ﹤0.01% 284
2025
Q2 		– Sell
-124
Closed -$6.27K – 530
2025
Q1 		$6.27K Buy
+124
New +$6.76K ﹤0.01% 501

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

Loring Wolcott & Coolidge Fiduciary Advisors's BAM Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 5,730 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BAM in Q1 2025 and has held it in 5 quarters since. The position peaked at $308K in Q3 2025. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 5,730 shares of Brookfield Asset Management worth $257K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Brookfield Asset Management share count unchanged in Q2 2026.
  • Brookfield Asset Management made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #301 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Brookfield Asset Management in Q1 2025 and has held it in 5 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Brookfield Asset Management position peaked at $308K in Q3 2025.
  • 624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.