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Viewpoint Investment Partners’s Brookfield Asset Management BAM Stock Holding History

Viewpoint Investment Partners’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 		$351K Sell
7,848
-75
-0.9% -$3.54K 0.12% 89
2026
Q1 		$349K Buy
+7,923
New +$387K 0.16% 65

Other funds holding BAM

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Viewpoint Investment Partners's BAM Position: Q2 2026 in Review

Viewpoint Investment Partners reduced its Brookfield Asset Management (BAM) stake by 0.95% in Q2 2026, selling an estimated $3.54K and leaving 7,848 shares worth $351K. The position accounts for 0.12% of the portfolio, ranked #89.

Viewpoint Investment Partners first reported a position in BAM in Q1 2026 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Viewpoint Investment Partners held 7,848 shares of Brookfield Asset Management worth $351K as of Q2 2026.
  • Viewpoint Investment Partners sold 75 Brookfield Asset Management shares in Q2 2026, an estimated $3.54K.
  • Brookfield Asset Management made up 0.12% of Viewpoint Investment Partners's portfolio in Q2 2026, its #89 holding.
  • Viewpoint Investment Partners first reported a position in Brookfield Asset Management in Q1 2026 and has held it in 2 quarters since.
  • 221 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Viewpoint Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.