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United Capital Financial Advisors’s Brookfield Asset Management BAM Stock Holding History

United Capital Financial Advisors’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 		$557K Buy
12,417
+2,265
+22% +$107K ﹤0.01% 1053
2026
Q1 		$451K Buy
10,152
+1,089
+12% +$53.2K ﹤0.01% 1118
2025
Q4 		$475K Buy
9,063
+3,058
+51% +$164K ﹤0.01% 985
2025
Q3 		$342K Buy
6,005
+325
+6% +$19.3K ﹤0.01% 978
2025
Q2 		$314K Buy
5,680
+324
+6% +$17.4K ﹤0.01% 909
2025
Q1 		$259K Buy
5,356
+4
+0.1% +$218 ﹤0.01% 935
2024
Q4 		$290K Sell
5,352
-455
-8% -$24.6K ﹤0.01% 895
2024
Q3 		$275K Sell
5,807
-1,259
-18% -$52.8K ﹤0.01% 907
2024
Q2 		$269K Sell
7,066
-1,446
-17% -$56.8K ﹤0.01% 891
2024
Q1 		$358K Sell
8,512
-9,480
-53% -$383K ﹤0.01% 828
2023
Q4 		$723K Sell
17,992
-88,724
-83% -$3M 0.01% 636
2023
Q3 		$3.56M Buy
106,716
+2,488
+2% +$84K 0.02% 347
2023
Q2 		$3.4M Buy
104,228
+20,533
+25% +$660K 0.02% 364
2023
Q1 		$2.74M Buy
83,695
+11,671
+16% +$379K 0.02% 402
2022
Q4 		$2.06M Buy
+72,024
New +$2.17M 0.01% 473

Other funds holding BAM

BC
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

United Capital Financial Advisors's BAM Position: Q2 2026 in Review

United Capital Financial Advisors increased its Brookfield Asset Management (BAM) stake by 22% in Q2 2026, buying an estimated $107K and bringing the position to 12,417 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

United Capital Financial Advisors first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.56M in Q3 2023. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • United Capital Financial Advisors held 12,417 shares of Brookfield Asset Management worth $557K as of Q2 2026.
  • United Capital Financial Advisors bought 2,265 Brookfield Asset Management shares in Q2 2026, an estimated $107K.
  • Brookfield Asset Management made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1053 holding.
  • United Capital Financial Advisors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • United Capital Financial Advisors's Brookfield Asset Management position peaked at $3.56M in Q3 2023.
  • 620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.