Triumph Capital Management
BAM icon

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
Q3 		$4.46K Hold
100
– – ﹤0.01% 1425
2026
Q2 		$4.48K Hold
100
– – ﹤0.01% 1385
2026
Q1 		$4.44K Buy
100
+93
+1,329% +$4.54K ﹤0.01% 1345
2025
Q4 		$367 Buy
+7
New +$376 ﹤0.01% 1677

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TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Intact Investment Management
Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Triumph Capital Management's BAM Position: Q3 2026 in Review

Triumph Capital Management held its Brookfield Asset Management (BAM) position steady in Q3 2026 at 100 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Triumph Capital Management first reported a position in BAM in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.48K in Q2 2026. 254 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

  • Triumph Capital Management held 100 shares of Brookfield Asset Management worth $4.46K as of Q3 2026.
  • Triumph Capital Management left its Brookfield Asset Management share count unchanged in Q3 2026.
  • Brookfield Asset Management made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1425 holding.
  • Triumph Capital Management first reported a position in Brookfield Asset Management in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Brookfield Asset Management position peaked at $4.48K in Q2 2026.
  • 254 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.