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Triumph Capital Management’s Brookfield Asset Management BAM Stock Holding History

Triumph Capital 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 		$4.49K Hold
100
– – ﹤0.01% 1385
2026
Q1 		$4.45K Buy
100
+93
+1,329% +$4.54K ﹤0.01% 1345
2025
Q4 		$367 Buy
+7
New +$376 ﹤0.01% 1677

Other funds holding BAM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Triumph Capital Management's BAM Position: Q2 2026 in Review

Triumph Capital Management held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 100 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Triumph Capital Management first reported a position in BAM in Q4 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Triumph Capital Management held 100 shares of Brookfield Asset Management worth $4.49K as of Q2 2026.
  • Triumph Capital Management left its Brookfield Asset Management share count unchanged in Q2 2026.
  • Brookfield Asset Management made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1385 holding.
  • Triumph Capital Management first reported a position in Brookfield Asset Management in Q4 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.