Physician Wealth Advisors’s Brookfield Asset Management BAM Stock Holding History

Physician Wealth 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	$2.2K	Sell	49 -8	-14%	-$378	﹤0.01%	1466
2026 Q1	$2.53K	Sell	57 -19	-25%	-$928	﹤0.01%	1250
2025 Q4	$3.98K	Buy	76 +11	+17%	+$591	﹤0.01%	1050
2025 Q3	$3.7K	Hold	65	–	–	﹤0.01%	1010
2025 Q2	$3.59K	Buy	+65	New	+$3.49K	﹤0.01%	883
2025 Q1	–	Sell	-5	Closed	-$271	–	1447
2024 Q4	$271	Buy	+5	New	+$270	﹤0.01%	1114

Other funds holding BAM

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

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

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

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Physician Wealth Advisors's BAM Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Brookfield Asset Management (BAM) stake by 14% in Q2 2026, selling an estimated $378 and leaving 49 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

Physician Wealth Advisors first reported a position in BAM in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.98K in Q4 2025. 102 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Physician Wealth Advisors held 49 shares of Brookfield Asset Management worth $2.2K as of Q2 2026.
Physician Wealth Advisors sold 8 Brookfield Asset Management shares in Q2 2026, an estimated $378.
Brookfield Asset Management made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1466 holding.
Physician Wealth Advisors first reported a position in Brookfield Asset Management in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's Brookfield Asset Management position peaked at $3.98K in Q4 2025.
102 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.