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Sound Income Strategies’s Brookfield Asset Management BAM Stock Holding History

Sound Income Strategies’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 		– Sell
-177
Closed -$7.8K – 640
2026
Q1 		$7.8K Buy
177
+170
+2,429% +$8.3K ﹤0.01% 1634
2025
Q4 		$369 Buy
7
+5
+250% +$269 ﹤0.01% 2401
2025
Q3 		$118 Buy
+2
New +$119 ﹤0.01% 1620

Other funds holding BAM

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sound Income Strategies's BAM Position: Q2 2026 in Review

Sound Income Strategies sold out of Brookfield Asset Management (BAM) in Q2 2026, closing a stake of 177 shares — an estimated $7.8K sold.

Sound Income Strategies first reported a position in BAM in Q3 2025 and held it in 3 quarters. The position peaked at $7.8K in Q1 2026. 466 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Sound Income Strategies reported no remaining Brookfield Asset Management position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 177 Brookfield Asset Management shares in Q2 2026, an estimated $7.8K.
  • Sound Income Strategies first reported a position in Brookfield Asset Management in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's Brookfield Asset Management position peaked at $7.8K in Q1 2026.
  • 466 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.