Princeton Global Asset Management’s Brookfield Asset Management BAM Stock Holding History

Princeton Global Asset 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	$44.9K	Hold	1,000	–	–	0.01%	380
2026 Q1	$44.5K	Hold	1,000	–	–	0.01%	370
2025 Q4	$52.4K	Hold	1,000	–	–	0.01%	345
2025 Q3	$56.9K	Hold	1,000	–	–	0.01%	306
2025 Q2	$55.3K	Sell	1,000 -5,162	-84%	-$277K	0.01%	300
2025 Q1	$299K	Hold	6,162	–	–	0.06%	157
2024 Q4	$334K	Hold	6,162	–	–	0.06%	153
2024 Q3	$291K	Hold	6,162	–	–	0.06%	162
2024 Q2	$234K	Hold	6,162	–	–	0.05%	154
2024 Q1	$259K	Hold	6,162	–	–	0.06%	143
2023 Q4	$248K	Hold	6,162	–	–	0.06%	149
2023 Q3	$205K	Hold	6,162	–	–	0.06%	151
2023 Q2	$201K	Hold	6,162	–	–	0.06%	160
2023 Q1	$202K	Sell	6,162 -1	-0%	-$32	0.06%	161
2022 Q4	$177K	Buy	+6,163	New	+$185K	0.06%	156

Other funds holding BAM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 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

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

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

JAM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Princeton Global Asset Management's BAM Position: Q2 2026 in Review

Princeton Global Asset Management held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 1,000 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #380.

Princeton Global Asset Management first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $334K in Q4 2024. 70 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Princeton Global Asset Management held 1,000 shares of Brookfield Asset Management worth $44.9K as of Q2 2026.
Princeton Global Asset Management left its Brookfield Asset Management share count unchanged in Q2 2026.
Brookfield Asset Management made up 0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #380 holding.
Princeton Global Asset Management first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
Princeton Global Asset Management's Brookfield Asset Management position peaked at $334K in Q4 2024.
70 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.