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Mountain Hill Investment Partners’s Brookfield Asset Management BAM Stock Holding History

Mountain Hill Investment Partners’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 		$26.8K Hold
597
– – 0.02% 82
2026
Q1 		$26.5K Hold
597
– – 0.02% 84
2025
Q4 		$31.3K Hold
597
– – 0.02% 78
2025
Q3 		$34K Hold
597
– – 0.03% 75
2025
Q2 		$33K Hold
597
– – 0.03% 74
2025
Q1 		$28.9K Hold
597
– – 0.03% 79
2024
Q4 		$32.4K Buy
+597
New +$32.2K 0.03% 74

Other funds holding BAM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Mountain Hill Investment Partners's BAM Position: Q2 2026 in Review

Mountain Hill Investment Partners held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 597 shares worth $26.8K. The position accounts for 0.02% of the portfolio, ranked #82.

Mountain Hill Investment Partners first reported a position in BAM in Q4 2024 and has held it in 7 quarters since. The position peaked at $34K in Q3 2025. 139 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Mountain Hill Investment Partners held 597 shares of Brookfield Asset Management worth $26.8K as of Q2 2026.
  • Mountain Hill Investment Partners left its Brookfield Asset Management share count unchanged in Q2 2026.
  • Brookfield Asset Management made up 0.02% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #82 holding.
  • Mountain Hill Investment Partners first reported a position in Brookfield Asset Management in Q4 2024 and has held it in 7 quarters since.
  • Mountain Hill Investment Partners's Brookfield Asset Management position peaked at $34K in Q3 2025.
  • 139 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.