Sequoia Financial Advisors’s Brookfield Asset Management BAM Stock Holding History

Sequoia Financial Advisors’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	$12.6M	Sell	281,732 -9,953	-3%	-$470K	0.06%	192
2026 Q1	$13M	Buy	291,685 +2,255	+0.8%	+$110K	0.07%	176
2025 Q4	$15.2M	Buy	289,430 +189	+0.1%	+$10.2K	0.08%	163
2025 Q3	$16.5M	Sell	289,241 -1,255	-0.4%	-$74.6K	0.1%	142
2025 Q2	$16.1M	Buy	290,496 +1,114	+0.4%	+$59.8K	0.11%	142
2025 Q1	$14M	Sell	289,382 -50,566	-15%	-$2.76M	0.11%	162
2024 Q4	$18.4M	Buy	339,948 +39,340	+13%	+$2.12M	0.18%	115
2024 Q3	$14.2M	Buy	+300,608	New	+$12.6M	0.15%	125

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

Sequoia Financial Advisors's BAM Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Brookfield Asset Management (BAM) stake by 3.4% in Q2 2026, selling an estimated $470K and leaving 281,732 shares worth $12.6M. The position accounts for 0.06% of the portfolio, ranked #192.

Sequoia Financial Advisors first reported a position in BAM in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.4M in Q4 2024. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Sequoia Financial Advisors held 281,732 shares of Brookfield Asset Management worth $12.6M as of Q2 2026.
Sequoia Financial Advisors sold 9,953 Brookfield Asset Management shares in Q2 2026, an estimated $470K.
Brookfield Asset Management made up 0.06% of Sequoia Financial Advisors's portfolio in Q2 2026, its #192 holding.
Sequoia Financial Advisors first reported a position in Brookfield Asset Management in Q3 2024 and has held it in 8 quarters since.
Sequoia Financial Advisors's Brookfield Asset Management position peaked at $18.4M in Q4 2024.
620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.