VSM Wealth Advisory’s Brookfield Asset Management BAM Stock Holding History

VSM Wealth Advisory’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	$2.15K	Hold	48	–	–	﹤0.01%	449
2026 Q1	$2.13K	Hold	48	–	–	﹤0.01%	444
2025 Q4	$2.52K	Hold	48	–	–	﹤0.01%	404
2025 Q3	$2.73K	Hold	48	–	–	﹤0.01%	399
2025 Q2	$2.65K	Hold	48	–	–	﹤0.01%	463
2025 Q1	$2.33K	Hold	48	–	–	﹤0.01%	452
2024 Q4	$2.6K	Buy	+48	New	+$2.59K	﹤0.01%	432

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

VSM Wealth Advisory's BAM Position: Q2 2026 in Review

VSM Wealth Advisory held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 48 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

VSM Wealth Advisory first reported a position in BAM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.73K in Q3 2025. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

VSM Wealth Advisory held 48 shares of Brookfield Asset Management worth $2.15K as of Q2 2026.
VSM Wealth Advisory left its Brookfield Asset Management share count unchanged in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #449 holding.
VSM Wealth Advisory first reported a position in Brookfield Asset Management in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Brookfield Asset Management position peaked at $2.73K in Q3 2025.
619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.