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

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

Robinswood Financial's BAM Position: Q2 2026 in Review

Robinswood Financial held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 66 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Robinswood Financial first reported a position in BAM in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.76K in Q3 2025. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Robinswood Financial held 66 shares of Brookfield Asset Management worth $2.96K as of Q2 2026.
Robinswood Financial left its Brookfield Asset Management share count unchanged in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of Robinswood Financial's portfolio in Q2 2026, its #367 holding.
Robinswood Financial first reported a position in Brookfield Asset Management in Q2 2023 and has held it in 13 quarters since.
Robinswood Financial's Brookfield Asset Management position peaked at $3.76K in Q3 2025.
624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.