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Motley Fool Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Motley Fool 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 		– Sell
-98,935
Closed -$4.4M – 30
2026
Q1 		$4.4M Sell
98,935
-55,296
-36% -$2.7M 0.5% 70
2025
Q4 		$8.08M Sell
154,231
-30,118
-16% -$1.62M 0.63% 57
2025
Q3 		$10.5M Sell
184,349
-25,431
-12% -$1.51M 0.71% 51
2025
Q2 		$11.6M Sell
209,780
-51,630
-20% -$2.77M 0.7% 47
2025
Q1 		$12.7M Sell
261,410
-35,792
-12% -$1.95M 0.75% 47
2024
Q4 		$16M Sell
297,202
-27,604
-8% -$1.49M 0.83% 34
2024
Q3 		$15.4M Sell
324,806
-32,803
-9% -$1.37M 0.77% 40
2024
Q2 		$13.6M Buy
357,609
+256,227
+253% +$10.1M 0.69% 50
2024
Q1 		$4.26M Sell
101,382
-668
-0.7% -$27K 0.22% 97
2023
Q4 		$4.09M Sell
102,050
-981
-1% -$33.2K 0.21% 98
2023
Q3 		$3.42M Buy
103,031
+485
+0.5% +$16.4K 0.2% 95
2023
Q2 		$3.34M Sell
102,546
-969
-0.9% -$31.2K 0.2% 96
2023
Q1 		$3.39M Sell
103,515
-1,221
-1% -$39.7K 0.21% 90
2022
Q4 		$3M Buy
+104,736
New +$3.15M 0.21% 92

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

Motley Fool Wealth Management's BAM Position: Q2 2026 in Review

Motley Fool Wealth Management sold out of Brookfield Asset Management (BAM) in Q2 2026, closing a stake of 98,935 shares — an estimated $4.4M sold.

Motley Fool Wealth Management first reported a position in BAM in Q4 2022 and held it in 14 quarters. The position peaked at $16M in Q4 2024. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Motley Fool Wealth Management reported no remaining Brookfield Asset Management position as of Q2 2026 after selling out during the quarter.
  • Motley Fool Wealth Management sold 98,935 Brookfield Asset Management shares in Q2 2026, an estimated $4.4M.
  • Motley Fool Wealth Management first reported a position in Brookfield Asset Management in Q4 2022 and held it in 14 quarters.
  • Motley Fool Wealth Management's Brookfield Asset Management position peaked at $16M in Q4 2024.
  • 621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

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