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Parallel Advisors’s Brookfield Asset Management BAM Stock Holding History

Parallel Advisors’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 		$74.5K Sell
1,660
-1,990
-55% -$94K ﹤0.01% 1894
2026
Q1 		$162K Buy
3,650
+1,321
+57% +$64.5K ﹤0.01% 1293
2025
Q4 		$122K Sell
2,329
-34
-1% -$1.83K ﹤0.01% 1365
2025
Q3 		$135K Sell
2,363
-44
-2% -$2.62K ﹤0.01% 1259
2025
Q2 		$133K Buy
2,407
+849
+54% +$45.6K ﹤0.01% 1206
2025
Q1 		$75.5K Buy
1,558
+719
+86% +$39.2K ﹤0.01% 1412
2024
Q4 		$45.5K Sell
839
-576
-41% -$31.1K ﹤0.01% 1692
2024
Q3 		$66.9K Buy
1,415
+382
+37% +$16K ﹤0.01% 1450
2024
Q2 		$39.3K Buy
1,033
+804
+351% +$31.6K ﹤0.01% 1649
2024
Q1 		$9.62K Buy
229
+180
+367% +$7.28K ﹤0.01% 2325
2023
Q4 		$1.97K Sell
49
-9
-16% -$304 ﹤0.01% 2811
2023
Q3 		$1.93K Hold
58
– – ﹤0.01% 2830
2023
Q2 		$1.89K Sell
58
-34
-37% -$1.09K ﹤0.01% 2765
2023
Q1 		$3.01K Buy
92
+75
+441% +$2.44K ﹤0.01% 2607
2022
Q4 		$487 Buy
+17
New +$512 ﹤0.01% 3032

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

Parallel Advisors's BAM Position: Q2 2026 in Review

Parallel Advisors reduced its Brookfield Asset Management (BAM) stake by 55% in Q2 2026, selling an estimated $94K and leaving 1,660 shares worth $74.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Parallel Advisors first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $162K in Q1 2026. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Parallel Advisors held 1,660 shares of Brookfield Asset Management worth $74.5K as of Q2 2026.
  • Parallel Advisors sold 1,990 Brookfield Asset Management shares in Q2 2026, an estimated $94K.
  • Brookfield Asset Management made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1894 holding.
  • Parallel Advisors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • Parallel Advisors's Brookfield Asset Management position peaked at $162K in Q1 2026.
  • 621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.