Prana Capital Management’s Brookfield Asset Management BAM Stock Holding History

Prana Capital Management’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	$2.98M	Buy	66,461 +55,100	+485%	+$2.6M	0.09%	86
2026 Q1	$505K	Buy	+11,361	New	+$555K	0.02%	123
2025 Q3	–	Sell	-24,592	Closed	-$1.36M	–	113
2025 Q2	$1.36M	Sell	24,592 -31,440	-56%	-$1.69M	0.05%	90
2025 Q1	$2.71M	Buy	+56,032	New	+$3.05M	0.11%	78

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

Prana Capital Management's BAM Position: Q2 2026 in Review

Prana Capital Management increased its Brookfield Asset Management (BAM) stake by 485% in Q2 2026, buying an estimated $2.6M and bringing the position to 66,461 shares worth $2.98M. The position accounts for 0.09% of the portfolio, ranked #86.

Prana Capital Management first reported a position in BAM in Q1 2025 and has held it in 4 quarters since. 623 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Prana Capital Management held 66,461 shares of Brookfield Asset Management worth $2.98M as of Q2 2026.
Prana Capital Management bought 55,100 Brookfield Asset Management shares in Q2 2026, an estimated $2.6M.
Brookfield Asset Management made up 0.09% of Prana Capital Management's portfolio in Q2 2026, its #86 holding.
Prana Capital Management first reported a position in Brookfield Asset Management in Q1 2025 and has held it in 4 quarters since.
623 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Prana Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.