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

Ritholtz 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	$593K	Sell	13,220 -460	-3%	-$21.7K	0.01%	791
2026 Q1	$608K	Buy	13,680 +8,432	+161%	+$412K	0.01%	719
2025 Q4	$275K	Buy	5,248 +63	+1%	+$3.39K	0.01%	931
2025 Q3	$295K	Sell	5,185 -56	-1%	-$3.33K	0.01%	839
2025 Q2	$290K	Sell	5,241 -7,764	-60%	-$417K	0.01%	805
2025 Q1	$630K	Sell	13,005 -74	-0.6%	-$4.03K	0.02%	526
2024 Q4	$709K	Buy	13,079 +8,179	+167%	+$442K	0.02%	469
2024 Q3	$232K	Buy	+4,900	New	+$205K	0.01%	772

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

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

Ritholtz Wealth Management reduced its Brookfield Asset Management (BAM) stake by 3.4% in Q2 2026, selling an estimated $21.7K and leaving 13,220 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #791.

Ritholtz Wealth Management first reported a position in BAM in Q3 2024 and has held it in 8 quarters since. The position peaked at $709K in Q4 2024. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Ritholtz Wealth Management held 13,220 shares of Brookfield Asset Management worth $593K as of Q2 2026.
Ritholtz Wealth Management sold 460 Brookfield Asset Management shares in Q2 2026, an estimated $21.7K.
Brookfield Asset Management made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #791 holding.
Ritholtz Wealth Management first reported a position in Brookfield Asset Management in Q3 2024 and has held it in 8 quarters since.
Ritholtz Wealth Management's Brookfield Asset Management position peaked at $709K in Q4 2024.
621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.