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

Raffa Wealth 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	$10.5K	Buy	235 +170	+262%	+$8.03K	﹤0.01%	413
2026 Q1	$2.89K	Hold	65	–	–	﹤0.01%	661
2025 Q4	$3.4K	Buy	65 +9	+16%	+$484	﹤0.01%	596
2025 Q3	$3.19K	Buy	56 +25	+81%	+$1.49K	﹤0.01%	589
2025 Q2	$1.71K	Hold	31	–	–	﹤0.01%	732
2025 Q1	$1.5K	Hold	31	–	–	﹤0.01%	709
2024 Q4	$1.68K	Buy	31 +27	+675%	+$1.46K	﹤0.01%	717
2024 Q3	$189	Sell	4 -383	-99%	-$16K	﹤0.01%	1055
2024 Q2	$14.7K	Hold	387	–	–	﹤0.01%	386
2024 Q1	$16.3K	Buy	387 +383	+9,575%	+$15.5K	﹤0.01%	347
2023 Q4	$161	Hold	4	–	–	﹤0.01%	1038
2023 Q3	$133	Hold	4	–	–	﹤0.01%	1040
2023 Q2	$131	Hold	4	–	–	﹤0.01%	1052
2023 Q1	$131	Hold	4	–	–	﹤0.01%	1054
2022 Q4	$115	Buy	+4	New	+$120	﹤0.01%	1049

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

Raffa Wealth Management's BAM Position: Q2 2026 in Review

Raffa Wealth Management increased its Brookfield Asset Management (BAM) stake by 262% in Q2 2026, buying an estimated $8.03K and bringing the position to 235 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Raffa Wealth Management first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.3K in Q1 2024. 594 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Raffa Wealth Management held 235 shares of Brookfield Asset Management worth $10.5K as of Q2 2026.
Raffa Wealth Management bought 170 Brookfield Asset Management shares in Q2 2026, an estimated $8.03K.
Brookfield Asset Management made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #413 holding.
Raffa Wealth Management first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
Raffa Wealth Management's Brookfield Asset Management position peaked at $16.3K in Q1 2024.
594 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.