Stone House Investment Management’s Brookfield Asset Management BAM Stock Holding History

Stone House Investment 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	$75.2K	Buy	1,676 +1,675	+167,500%	+$79.1K	0.01%	181
2026 Q1	$33	Hold	1	–	–	﹤0.01%	1050
2025 Q4	$39	Sell	1 -284	-100%	-$15.3K	﹤0.01%	841
2025 Q3	$16.2K	Hold	285	–	–	﹤0.01%	240
2025 Q2	$15.7K	Sell	285 -100	-26%	-$5.37K	﹤0.01%	225
2025 Q1	$18.6K	Buy	+385	New	+$21K	﹤0.01%	215
2024 Q4	–	Sell	-51	Closed	-$2.4K	–	78
2024 Q3	$2.4K	Hold	51	–	–	﹤0.01%	322
2024 Q2	$1.93K	Hold	51	–	–	﹤0.01%	334
2024 Q1	$2.13K	Buy	51 +1	+2%	+$40	﹤0.01%	343
2023 Q4	$2.02K	Buy	+50	New	+$1.69K	﹤0.01%	265

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

Stone House Investment Management's BAM Position: Q2 2026 in Review

Stone House Investment Management increased its Brookfield Asset Management (BAM) stake by 167,500% in Q2 2026, buying an estimated $79.1K and bringing the position to 1,676 shares worth $75.2K. The position accounts for 0.01% of the portfolio, ranked #181.

Stone House Investment Management first reported a position in BAM in Q4 2023 and has held it in 10 quarters since. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Stone House Investment Management held 1,676 shares of Brookfield Asset Management worth $75.2K as of Q2 2026.
Stone House Investment Management bought 1,675 Brookfield Asset Management shares in Q2 2026, an estimated $79.1K.
Brookfield Asset Management made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #181 holding.
Stone House Investment Management first reported a position in Brookfield Asset Management in Q4 2023 and has held it in 10 quarters since.
624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.