&Partners’s Brookfield Asset Management BAM Stock Holding History

&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	$1.05M	Buy	23,343 +2,789	+14%	+$132K	﹤0.01%	1387
2026 Q1	$914K	Buy	20,554 +3,151	+18%	+$154K	﹤0.01%	1352
2025 Q4	$911K	Buy	17,403 +1,060	+6%	+$57K	﹤0.01%	1275
2025 Q3	$930K	Buy	16,343 +990	+6%	+$58.9K	0.01%	1128
2025 Q2	$849K	Buy	15,353 +1,761	+13%	+$94.5K	0.01%	1065
2025 Q1	$661K	Buy	13,592 +218	+2%	+$11.9K	0.01%	1007
2024 Q4	$731K	Buy	13,374 +2,079	+18%	+$112K	0.01%	898
2024 Q3	$534K	Buy	11,295 +5,817	+106%	+$244K	0.01%	837
2024 Q2	$208K	Buy	+5,478	New	+$215K	0.01%	836

Other funds holding BAM

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

&Partners's BAM Position: Q2 2026 in Review

&Partners increased its Brookfield Asset Management (BAM) stake by 14% in Q2 2026, buying an estimated $132K and bringing the position to 23,343 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

&Partners first reported a position in BAM in Q2 2024 and has held it in 9 quarters since. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

&Partners held 23,343 shares of Brookfield Asset Management worth $1.05M as of Q2 2026.
&Partners bought 2,789 Brookfield Asset Management shares in Q2 2026, an estimated $132K.
Brookfield Asset Management made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1387 holding.
&Partners first reported a position in Brookfield Asset Management in Q2 2024 and has held it in 9 quarters since.
619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.