Maridea Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Maridea Wealth Management’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	$1.27M	Buy	28,364 +4,013	+16%	+$189K	0.14%	170
2026 Q1	$1.08M	Buy	24,351 +5,681	+30%	+$277K	0.16%	154
2025 Q4	$978K	Buy	18,670 +3,717	+25%	+$200K	0.15%	150
2025 Q3	$816K	Buy	+14,953	New	+$889K	0.13%	159

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

Maridea Wealth Management's BAM Position: Q2 2026 in Review

Maridea Wealth Management increased its Brookfield Asset Management (BAM) stake by 16% in Q2 2026, buying an estimated $189K and bringing the position to 28,364 shares worth $1.27M. The position accounts for 0.14% of the portfolio, ranked #170.

Maridea Wealth Management first reported a position in BAM in Q3 2025 and has held it in 4 quarters since. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Maridea Wealth Management held 28,364 shares of Brookfield Asset Management worth $1.27M as of Q2 2026.
Maridea Wealth Management bought 4,013 Brookfield Asset Management shares in Q2 2026, an estimated $189K.
Brookfield Asset Management made up 0.14% of Maridea Wealth Management's portfolio in Q2 2026, its #170 holding.
Maridea Wealth Management first reported a position in Brookfield Asset Management in Q3 2025 and has held it in 4 quarters since.
621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.