MGO One Seven’s Brookfield Asset Management BAM Stock Holding History

MGO One Seven’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	$212K	Buy	4,725 +196	+4%	+$9.25K	﹤0.01%	1455
2026 Q1	$201K	Buy	4,529 +34	+0.8%	+$1.66K	﹤0.01%	1343
2025 Q4	$235K	Sell	4,495 -1,172	-21%	-$63K	﹤0.01%	1234
2025 Q3	$323K	Buy	5,667 +162	+3%	+$9.63K	0.01%	995
2025 Q2	$304K	Buy	+5,505	New	+$295K	0.01%	930
2023 Q2	–	Sell	-16,134	Closed	-$528K	–	801
2023 Q1	$528K	Buy	+16,134	New	+$524K	0.03%	458

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

MGO One Seven's BAM Position: Q2 2026 in Review

MGO One Seven increased its Brookfield Asset Management (BAM) stake by 4.3% in Q2 2026, buying an estimated $9.25K and bringing the position to 4,725 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

MGO One Seven first reported a position in BAM in Q1 2023 and has held it in 6 quarters since. The position peaked at $528K in Q1 2023. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

MGO One Seven held 4,725 shares of Brookfield Asset Management worth $212K as of Q2 2026.
MGO One Seven bought 196 Brookfield Asset Management shares in Q2 2026, an estimated $9.25K.
Brookfield Asset Management made up ﹤0.01% of MGO One Seven's portfolio in Q2 2026, its #1455 holding.
MGO One Seven first reported a position in Brookfield Asset Management in Q1 2023 and has held it in 6 quarters since.
MGO One Seven's Brookfield Asset Management position peaked at $528K in Q1 2023.
620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.