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Roble Belko & Company’s Brookfield Asset Management BAM Stock Holding History

Roble Belko & Company’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 		$34K Hold
755
– – ﹤0.01% 234
2026
Q1 		$34K Hold
755
– – ﹤0.01% 233
2025
Q4 		$40K Buy
+755
New +$40.6K 0.01% 222

Other funds holding BAM

BC
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Roble Belko & Company's BAM Position: Q2 2026 in Review

Roble Belko & Company held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 755 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Roble Belko & Company first reported a position in BAM in Q4 2025 and has held it in 3 quarters since. The position peaked at $40K in Q4 2025. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Roble Belko & Company held 755 shares of Brookfield Asset Management worth $34K as of Q2 2026.
  • Roble Belko & Company left its Brookfield Asset Management share count unchanged in Q2 2026.
  • Brookfield Asset Management made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #234 holding.
  • Roble Belko & Company first reported a position in Brookfield Asset Management in Q4 2025 and has held it in 3 quarters since.
  • Roble Belko & Company's Brookfield Asset Management position peaked at $40K in Q4 2025.
  • 619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.