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SHP Wealth Management’s Brookfield Asset Management BAM Stock Holding History

SHP Wealth Management’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
Q1 		$18.1K Buy
407
+41
+11% +$2K ﹤0.01% 754
2025
Q4 		$19.2K Buy
+366
New +$19.7K ﹤0.01% 695

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SHP Wealth Management's BAM Position: Q1 2026 in Review

SHP Wealth Management increased its Brookfield Asset Management (BAM) stake by 11% in Q1 2026, buying an estimated $2K and bringing the position to 407 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

SHP Wealth Management first reported a position in BAM in Q4 2025 and has held it in 2 quarters since. The position peaked at $19.2K in Q4 2025. 627 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • SHP Wealth Management held 407 shares of Brookfield Asset Management worth $18.1K as of Q1 2026.
  • SHP Wealth Management bought 41 Brookfield Asset Management shares in Q1 2026, an estimated $2K.
  • Brookfield Asset Management made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #754 holding.
  • SHP Wealth Management first reported a position in Brookfield Asset Management in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Brookfield Asset Management position peaked at $19.2K in Q4 2025.
  • 627 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.