Pinnacle Bancorp’s Brookfield Asset Management BAM Stock Holding History

Pinnacle Bancorp’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	$11.8K	Hold	262	–	–	﹤0.01%	715
2026 Q1	$11.6K	Hold	262	–	–	﹤0.01%	683
2025 Q4	$13.7K	Hold	262	–	–	﹤0.01%	646
2025 Q3	$14.9K	Hold	262	–	–	﹤0.01%	667
2025 Q2	$14.5K	Hold	262	–	–	﹤0.01%	653
2025 Q1	$12.7K	Hold	262	–	–	﹤0.01%	657
2024 Q4	$14.2K	Buy	262 +75	+40%	+$4.05K	﹤0.01%	638
2024 Q3	$8.84K	Hold	187	–	–	﹤0.01%	706
2024 Q2	$7.12K	Hold	187	–	–	﹤0.01%	708
2024 Q1	$7.86K	Hold	187	–	–	﹤0.01%	689
2023 Q4	$7.51K	Hold	187	–	–	﹤0.01%	669
2023 Q3	$6.24K	Buy	187 +149	+392%	+$5.03K	﹤0.01%	672
2023 Q2	$1.24K	Sell	38 -79	-68%	-$2.54K	﹤0.01%	755
2023 Q1	$3.83K	Sell	117 -126	-52%	-$4.09K	﹤0.01%	729
2022 Q4	$7K	Buy	+243	New	+$7.31K	﹤0.01%	608

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

Pinnacle Bancorp's BAM Position: Q2 2026 in Review

Pinnacle Bancorp held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 262 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Pinnacle Bancorp first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.9K in Q3 2025. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Pinnacle Bancorp held 262 shares of Brookfield Asset Management worth $11.8K as of Q2 2026.
Pinnacle Bancorp left its Brookfield Asset Management share count unchanged in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #715 holding.
Pinnacle Bancorp first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
Pinnacle Bancorp's Brookfield Asset Management position peaked at $14.9K in Q3 2025.
621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.