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 Q3	–	Sell	-11,545	Closed	-$518K	–	142
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

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Stamos Capital Partners's BAM Position: Q3 2026 in Review

Stamos Capital Partners sold out of Brookfield Asset Management (BAM) in Q3 2026, closing a stake of 11,545 shares — an estimated $518K sold.

Stamos Capital Partners first reported a position in BAM in Q1 2025 and held it in 5 quarters. The position peaked at $753K in Q2 2025. 522 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

Stamos Capital Partners reported no remaining Brookfield Asset Management position as of Q3 2026 after selling out during the quarter.
Stamos Capital Partners sold 11,545 Brookfield Asset Management shares in Q3 2026, an estimated $518K.
Stamos Capital Partners first reported a position in Brookfield Asset Management in Q1 2025 and held it in 5 quarters.
Stamos Capital Partners's Brookfield Asset Management position peaked at $753K in Q2 2025.
522 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Stamos Capital Partners's 13F filing for Q3 2026, filed 13 Nov 2026.