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Pinnacle Wealth Planning Services’s Brookfield Asset Management BAM Stock Holding History

Pinnacle Wealth Planning Services’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 		$40.6K Sell
905
-5
-0.5% -$236 ﹤0.01% 1415
2026
Q1 		$40.5K Buy
910
+63
+7% +$3.08K ﹤0.01% 1319
2025
Q4 		$44.4K Buy
+847
New +$45.5K ﹤0.01% 1272

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

Pinnacle Wealth Planning Services's BAM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Brookfield Asset Management (BAM) stake by 0.55% in Q2 2026, selling an estimated $236 and leaving 905 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Pinnacle Wealth Planning Services first reported a position in BAM in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.4K in Q4 2025. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 905 shares of Brookfield Asset Management worth $40.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 5 Brookfield Asset Management shares in Q2 2026, an estimated $236.
  • Brookfield Asset Management made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1415 holding.
  • Pinnacle Wealth Planning Services first reported a position in Brookfield Asset Management in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Brookfield Asset Management position peaked at $44.4K in Q4 2025.
  • 621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.