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

Rezny 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	–	Sell	-40,913	Closed	-$1.82M	–	38
2026 Q1	$1.82M	Buy	40,913 +2,259	+6%	+$110K	0.39%	27
2025 Q4	$2.03M	Buy	+38,654	New	+$2.08M	0.41%	26
2025 Q3	–	Sell	-38,381	Closed	-$2.12M	–	39
2025 Q2	$2.12M	Buy	+38,381	New	+$2.06M	0.48%	19
2024 Q4	–	Sell	-36,758	Closed	-$1.74M	–	33
2024 Q3	$1.74M	Buy	36,758 +2,938	+9%	+$123K	0.44%	19
2024 Q2	$1.29M	Buy	+33,820	New	+$1.33M	0.34%	19
2023 Q4	–	Sell	-30,405	Closed	-$1.01M	–	23
2023 Q3	$1.01M	Buy	+30,405	New	+$1.03M	0.36%	14

Other funds holding BAM

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

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Rezny Wealth Management sold out of Brookfield Asset Management (BAM) in Q2 2026, closing a stake of 40,913 shares — an estimated $1.82M sold.

Rezny Wealth Management first reported a position in BAM in Q3 2023 and held it in 6 quarters. The position peaked at $2.12M in Q2 2025. 118 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Rezny Wealth Management reported no remaining Brookfield Asset Management position as of Q2 2026 after selling out during the quarter.
Rezny Wealth Management sold 40,913 Brookfield Asset Management shares in Q2 2026, an estimated $1.82M.
Rezny Wealth Management first reported a position in Brookfield Asset Management in Q3 2023 and held it in 6 quarters.
Rezny Wealth Management's Brookfield Asset Management position peaked at $2.12M in Q2 2025.
118 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Rezny Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.