Root Financial Partners’s Brookfield Asset Management BAM Stock Holding History

Root Financial Partners’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 Q3	$50.2K	Buy	+1,127	New	+$55K	﹤0.01%	1086
2026 Q2	–	Sell	-1,283	Closed	-$57K	–	677
2026 Q1	$57K	Buy	1,283 +832	+184%	+$40.6K	﹤0.01%	821
2025 Q4	$23.6K	Buy	451 +175	+63%	+$9.41K	﹤0.01%	1092
2025 Q3	$15.7K	Buy	+276	New	+$16.4K	﹤0.01%	1234

Other funds holding BAM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Root Financial Partners's BAM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Brookfield Asset Management (BAM) in Q3 2026: 1,127 shares worth $50.2K. The stake represents ﹤0.01% of the portfolio and ranks #1086 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BAM as recently as Q1 2026.

Root Financial Partners first reported a position in BAM in Q3 2025 and has held it in 4 quarters since. The position peaked at $57K in Q1 2026. 522 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

Root Financial Partners held 1,127 shares of Brookfield Asset Management worth $50.2K as of Q3 2026.
Brookfield Asset Management was a new Root Financial Partners position in Q3 2026.
Brookfield Asset Management made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1086 holding.
Root Financial Partners first reported a position in Brookfield Asset Management in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Brookfield Asset Management position peaked at $57K in Q1 2026.
522 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.