Summit Financial’s Brookfield Asset Management BAM Stock Holding History

Summit Financial’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 Q1	$434K	Buy	9,755 +698	+8%	+$34.1K	0.01%	1044
2025 Q4	$475K	Buy	9,057 +161	+2%	+$8.66K	0.01%	904
2025 Q3	$507K	Sell	8,896 -157	-2%	-$9.34K	0.01%	877
2025 Q2	$501K	Buy	9,053 +2	+0%	+$107	0.01%	572
2025 Q1	$439K	Buy	9,051 +2,305	+34%	+$126K	0.01%	542
2024 Q4	$366K	Buy	+6,746	New	+$364K	0.01%	497

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Financial's BAM Position: Q1 2026 in Review

Summit Financial increased its Brookfield Asset Management (BAM) stake by 7.7% in Q1 2026, buying an estimated $34.1K and bringing the position to 9,755 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #1044.

Summit Financial first reported a position in BAM in Q4 2024 and has held it in 6 quarters since. The position peaked at $507K in Q3 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Summit Financial held 9,755 shares of Brookfield Asset Management worth $434K as of Q1 2026.
Summit Financial bought 698 Brookfield Asset Management shares in Q1 2026, an estimated $34.1K.
Brookfield Asset Management made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1044 holding.
Summit Financial first reported a position in Brookfield Asset Management in Q4 2024 and has held it in 6 quarters since.
Summit Financial's Brookfield Asset Management position peaked at $507K in Q3 2025.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.