MWM
BAM icon

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

Mosley 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 		$224 Hold
5
– – ﹤0.01% 712
2026
Q1 		$285 Buy
+5
New +$244 ﹤0.01% 445

Other funds holding BAM

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

Mosley Wealth Management held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 5 shares worth $224. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Mosley Wealth Management first reported a position in BAM in Q1 2026 and has held it in 2 quarters since. The position peaked at $285 in Q1 2026. 302 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Mosley Wealth Management held 5 shares of Brookfield Asset Management worth $224 as of Q2 2026.
  • Mosley Wealth Management left its Brookfield Asset Management share count unchanged in Q2 2026.
  • Brookfield Asset Management made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #712 holding.
  • Mosley Wealth Management first reported a position in Brookfield Asset Management in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Brookfield Asset Management position peaked at $285 in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.