Robinswood Financial’s Brookfield Asset Management BAM Stock Holding History

Robinswood Financial’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	$2.96K	Hold	66	–	–	﹤0.01%	367
2026 Q1	$2.93K	Hold	66	–	–	﹤0.01%	351
2025 Q4	$3.46K	Hold	66	–	–	﹤0.01%	326
2025 Q3	$3.76K	Hold	66	–	–	﹤0.01%	318
2025 Q2	$3.65K	Hold	66	–	–	﹤0.01%	323
2025 Q1	$3.2K	Hold	66	–	–	﹤0.01%	319
2024 Q4	$3.58K	Hold	66	–	–	﹤0.01%	267
2024 Q3	$3.12K	Hold	66	–	–	﹤0.01%	284
2024 Q2	$2.51K	Hold	66	–	–	﹤0.01%	295
2024 Q1	$2.77K	Hold	66	–	–	﹤0.01%	208
2023 Q4	$2.65K	Hold	66	–	–	﹤0.01%	206
2023 Q3	$2.2K	Hold	66	–	–	﹤0.01%	209
2023 Q2	$2.15K	Buy	+66	New	+$2.12K	﹤0.01%	191

Other funds holding BAM

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

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

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

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

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

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

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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return