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Mowery & Schoenfeld Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Mowery & Schoenfeld 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 		$1.75K Hold
39
– – ﹤0.01% 334
2026
Q1 		$1.73K Buy
+39
New +$1.91K ﹤0.01% 324

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

Mowery & Schoenfeld Wealth Management's BAM Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 39 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Mowery & Schoenfeld Wealth Management first reported a position in BAM in Q1 2026 and has held it in 2 quarters since. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 39 shares of Brookfield Asset Management worth $1.75K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Brookfield Asset Management share count unchanged in Q2 2026.
  • Brookfield Asset Management made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #334 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Brookfield Asset Management in Q1 2026 and has held it in 2 quarters since.
  • 624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

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