Private Wealth Asset Management’s Brookfield Asset Management BAM Stock Holding History

Private Wealth 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	$807	Hold	18	–	–	﹤0.01%	896
2026 Q1	$800	Hold	18	–	–	﹤0.01%	887
2025 Q4	$943	Hold	18	–	–	﹤0.01%	869
2025 Q3	$1.02K	Hold	18	–	–	﹤0.01%	851
2025 Q2	$995	Hold	18	–	–	﹤0.01%	854
2025 Q1	$872	Buy	+18	New	+$981	﹤0.01%	915

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

Private Wealth Asset Management's BAM Position: Q2 2026 in Review

Private Wealth Asset Management held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 18 shares worth $807. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Private Wealth Asset Management first reported a position in BAM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.02K in Q3 2025. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Private Wealth Asset Management held 18 shares of Brookfield Asset Management worth $807 as of Q2 2026.
Private Wealth Asset Management left its Brookfield Asset Management share count unchanged in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #896 holding.
Private Wealth Asset Management first reported a position in Brookfield Asset Management in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Brookfield Asset Management position peaked at $1.02K in Q3 2025.
621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.