TritonPoint Wealth’s Brookfield Asset Management BAM Stock Holding History

TritonPoint 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	$2.9M	Sell	64,766 -249	-0.4%	-$11.8K	0.29%	82
2026 Q1	$2.89M	Buy	65,015 +1,040	+2%	+$50.8K	0.31%	76
2025 Q4	$3.35M	Sell	63,975 -8,454	-12%	-$454K	0.34%	69
2025 Q3	$4.12M	Sell	72,429 -1,299	-2%	-$77.3K	0.35%	74
2025 Q2	$4.08M	Sell	73,728 -1,960	-3%	-$105K	0.38%	70
2025 Q1	$3.67M	Sell	75,688 -696	-0.9%	-$37.9K	0.35%	76
2024 Q4	$4.14M	Sell	76,384 -6,402	-8%	-$346K	0.37%	72
2024 Q3	$3.91M	Buy	82,786 +3,383	+4%	+$142K	0.36%	79
2024 Q2	$3.02M	Buy	79,403 +1,209	+2%	+$47.5K	0.29%	86
2024 Q1	$3.04M	Buy	78,194 +321	+0.4%	+$13K	0.32%	77
2023 Q4	$3.13M	Buy	+77,873	New	+$2.63M	0.31%	81

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

TritonPoint Wealth's BAM Position: Q2 2026 in Review

TritonPoint Wealth reduced its Brookfield Asset Management (BAM) stake by 0.38% in Q2 2026, selling an estimated $11.8K and leaving 64,766 shares worth $2.9M. The position accounts for 0.29% of the portfolio, ranked #82.

TritonPoint Wealth first reported a position in BAM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.14M in Q4 2024. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

TritonPoint Wealth held 64,766 shares of Brookfield Asset Management worth $2.9M as of Q2 2026.
TritonPoint Wealth sold 249 Brookfield Asset Management shares in Q2 2026, an estimated $11.8K.
Brookfield Asset Management made up 0.29% of TritonPoint Wealth's portfolio in Q2 2026, its #82 holding.
TritonPoint Wealth first reported a position in Brookfield Asset Management in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Brookfield Asset Management position peaked at $4.14M in Q4 2024.
620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.