Prestige Wealth Management Group’s Brookfield Asset Management BAM Stock Holding History

Prestige Wealth Management Group’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	$4.75K	Sell	106 -134	-56%	-$6.33K	﹤0.01%	595
2026 Q1	$10.7K	Sell	240 -91	-27%	-$4.44K	﹤0.01%	415
2025 Q4	$17.3K	Hold	331	–	–	﹤0.01%	364
2025 Q3	$18.8K	Hold	331	–	–	﹤0.01%	368
2025 Q2	$18.3K	Hold	331	–	–	﹤0.01%	361
2025 Q1	$16K	Hold	331	–	–	﹤0.01%	376
2024 Q4	$17.9K	Hold	331	–	–	﹤0.01%	371
2024 Q3	$15.7K	Buy	331 +224	+209%	+$9.38K	﹤0.01%	378
2024 Q2	$4.07K	Buy	107 +10	+10%	+$393	﹤0.01%	590
2024 Q1	$4.08K	Hold	97	–	–	﹤0.01%	614
2023 Q4	$3.9K	Hold	97	–	–	﹤0.01%	635
2023 Q3	$3.23K	Hold	97	–	–	﹤0.01%	659
2023 Q2	$3.17K	Hold	97	–	–	﹤0.01%	690
2023 Q1	$3.17K	Hold	97	–	–	﹤0.01%	667
2022 Q4	$2.78K	Buy	+97	New	+$2.92K	﹤0.01%	760

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

Prestige Wealth Management Group's BAM Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Brookfield Asset Management (BAM) stake by 56% in Q2 2026, selling an estimated $6.33K and leaving 106 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Prestige Wealth Management Group first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.8K in Q3 2025. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Prestige Wealth Management Group held 106 shares of Brookfield Asset Management worth $4.75K as of Q2 2026.
Prestige Wealth Management Group sold 134 Brookfield Asset Management shares in Q2 2026, an estimated $6.33K.
Brookfield Asset Management made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #595 holding.
Prestige Wealth Management Group first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
Prestige Wealth Management Group's Brookfield Asset Management position peaked at $18.8K in Q3 2025.
619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.