Stamos Capital Partners’s Brookfield Asset Management BAM Stock Holding History

Stamos Capital 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 Q2	$518K	Buy	11,545 +4,694	+69%	+$222K	0.08%	131
2026 Q1	$305K	Buy	+6,851	New	+$335K	0.05%	138
2025 Q4	–	Sell	-4,935	Closed	-$281K	–	139
2025 Q3	$281K	Sell	4,935 -8,691	-64%	-$517K	0.05%	134
2025 Q2	$753K	Buy	13,626 +5,538	+68%	+$297K	0.14%	129
2025 Q1	$392K	Buy	+8,088	New	+$441K	0.1%	136

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

Stamos Capital Partners's BAM Position: Q2 2026 in Review

Stamos Capital Partners increased its Brookfield Asset Management (BAM) stake by 69% in Q2 2026, buying an estimated $222K and bringing the position to 11,545 shares worth $518K. The position accounts for 0.08% of the portfolio, ranked #131.

Stamos Capital Partners first reported a position in BAM in Q1 2025 and has held it in 5 quarters since. The position peaked at $753K in Q2 2025. 622 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Stamos Capital Partners held 11,545 shares of Brookfield Asset Management worth $518K as of Q2 2026.
Stamos Capital Partners bought 4,694 Brookfield Asset Management shares in Q2 2026, an estimated $222K.
Brookfield Asset Management made up 0.08% of Stamos Capital Partners's portfolio in Q2 2026, its #131 holding.
Stamos Capital Partners first reported a position in Brookfield Asset Management in Q1 2025 and has held it in 5 quarters since.
Stamos Capital Partners's Brookfield Asset Management position peaked at $753K in Q2 2025.
622 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.