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Third View Private Wealth’s Brookfield Asset Management BAM Stock Holding History

Third View Private Wealth’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 		$786K Buy
17,527
+1,850
+12% +$87.3K 0.1% 149
2026
Q1 		$697K Buy
15,677
+6,462
+70% +$316K 0.1% 141
2025
Q4 		$483K Buy
+9,215
New +$495K 0.07% 176

Other funds holding BAM

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Third View Private Wealth's BAM Position: Q2 2026 in Review

Third View Private Wealth increased its Brookfield Asset Management (BAM) stake by 12% in Q2 2026, buying an estimated $87.3K and bringing the position to 17,527 shares worth $786K. The position accounts for 0.1% of the portfolio, ranked #149.

Third View Private Wealth first reported a position in BAM in Q4 2025 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Third View Private Wealth held 17,527 shares of Brookfield Asset Management worth $786K as of Q2 2026.
  • Third View Private Wealth bought 1,850 Brookfield Asset Management shares in Q2 2026, an estimated $87.3K.
  • Brookfield Asset Management made up 0.1% of Third View Private Wealth's portfolio in Q2 2026, its #149 holding.
  • Third View Private Wealth first reported a position in Brookfield Asset Management in Q4 2025 and has held it in 3 quarters since.
  • 302 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.