Steven Check’s Brookfield Asset Management BAM Stock Holding History

Steven Check’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	$589K	Buy	13,129 +175	+1%	+$8.26K	0.01%	34
2026 Q1	$576K	Buy	12,954 +168	+1%	+$8.21K	0.02%	32
2025 Q4	$670K	Buy	12,786 +1,200	+10%	+$64.5K	0.02%	27
2025 Q3	$660K	Hold	11,586	–	–	0.02%	28
2025 Q2	$640K	Hold	11,586	–	–	0.02%	29
2025 Q1	$561K	Buy	11,586 +50	+0.4%	+$2.73K	0.02%	28
2024 Q4	$625K	Sell	11,536 -41,000	-78%	-$2.21M	0.02%	28
2024 Q3	$2.48M	Sell	52,536 -973	-2%	-$40.8K	0.08%	20
2024 Q2	$2.04M	Sell	53,509 -274	-0.5%	-$10.8K	0.07%	21
2024 Q1	$2.26M	Sell	53,783 -187	-0.3%	-$7.56K	0.07%	21
2023 Q4	$2.17M	Sell	53,970 -2,152	-4%	-$72.7K	0.08%	19
2023 Q3	$1.87M	Buy	56,122 +187	+0.3%	+$6.31K	0.07%	20
2023 Q2	$1.83M	Sell	55,935 -262	-0.5%	-$8.43K	0.07%	22
2023 Q1	$1.84M	Buy	56,197 +46,245	+465%	+$1.5M	0.08%	21
2022 Q4	$285K	Buy	+9,952	New	+$299K	0.01%	33

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

Steven Check's BAM Position: Q2 2026 in Review

Steven Check increased its Brookfield Asset Management (BAM) stake by 1.4% in Q2 2026, buying an estimated $8.26K and bringing the position to 13,129 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #34.

Steven Check first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.48M in Q3 2024. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Steven Check held 13,129 shares of Brookfield Asset Management worth $589K as of Q2 2026.
Steven Check bought 175 Brookfield Asset Management shares in Q2 2026, an estimated $8.26K.
Brookfield Asset Management made up 0.01% of Steven Check's portfolio in Q2 2026, its #34 holding.
Steven Check first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
Steven Check's Brookfield Asset Management position peaked at $2.48M in Q3 2024.
619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Check Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.