Smartleaf Asset Management’s Brookfield Asset Management BAM Stock Holding History

Smartleaf Asset 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 Q2	$96.8K	Hold	2,199	–	–	﹤0.01%	1190
2026 Q1	$94.9K	Sell	2,199 -348	-14%	-$17K	﹤0.01%	1140
2025 Q4	$134K	Buy	2,547 +146	+6%	+$7.85K	0.01%	1031
2025 Q3	$140K	Buy	2,401 +2,181	+991%	+$130K	0.01%	886
2025 Q2	$12.1K	Buy	220 +78	+55%	+$4.19K	﹤0.01%	1756
2025 Q1	$6.89K	Sell	142 -14	-9%	-$763	﹤0.01%	2074
2024 Q4	$8.52K	Buy	156 +107	+218%	+$5.78K	﹤0.01%	2055
2024 Q3	$2.31K	Sell	49 -202	-80%	-$8.46K	﹤0.01%	2427
2024 Q2	$9.59K	Buy	+251	New	+$9.87K	﹤0.01%	1438

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

Smartleaf Asset Management's BAM Position: Q2 2026 in Review

Smartleaf Asset Management held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 2,199 shares worth $96.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Smartleaf Asset Management first reported a position in BAM in Q2 2024 and has held it in 9 quarters since. The position peaked at $140K in Q3 2025. 623 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Smartleaf Asset Management held 2,199 shares of Brookfield Asset Management worth $96.8K as of Q2 2026.
Smartleaf Asset Management left its Brookfield Asset Management share count unchanged in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1190 holding.
Smartleaf Asset Management first reported a position in Brookfield Asset Management in Q2 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's Brookfield Asset Management position peaked at $140K in Q3 2025.
623 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.