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RAFFA WEALTH MANAGEMENT, LLC’s Brookfield Asset Management BAM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$10.5K Buy
235
+170
+262% +$8.03K ﹤0.01% 413
2026
Q1 		$2.89K Hold
65
– – ﹤0.01% 661
2025
Q4 		$3.4K Buy
65
+9
+16% +$484 ﹤0.01% 596
2025
Q3 		$3.19K Buy
56
+25
+81% +$1.49K ﹤0.01% 589
2025
Q2 		$1.71K Hold
31
– – ﹤0.01% 732
2025
Q1 		$1.5K Hold
31
– – ﹤0.01% 709
2024
Q4 		$1.68K Buy
31
+27
+675% +$1.46K ﹤0.01% 717
2024
Q3 		$189 Sell
4
-383
-99% -$16K ﹤0.01% 1055
2024
Q2 		$14.7K Hold
387
– – ﹤0.01% 386
2024
Q1 		$16.3K Buy
387
+383
+9,575% +$15.5K ﹤0.01% 347
2023
Q4 		$161 Hold
4
– – ﹤0.01% 1038
2023
Q3 		$133 Hold
4
– – ﹤0.01% 1040
2023
Q2 		$131 Hold
4
– – ﹤0.01% 1052
2023
Q1 		$131 Hold
4
– – ﹤0.01% 1054
2022
Q4 		$115 Buy
+4
New +$120 ﹤0.01% 1049

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
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
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
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

RAFFA WEALTH MANAGEMENT, LLC's BAM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Brookfield Asset Management (BAM) stake by 262% in Q2 2026, buying an estimated $8.03K and bringing the position to 235 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.3K in Q1 2024. 178 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 235 shares of Brookfield Asset Management worth $10.5K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 170 Brookfield Asset Management shares in Q2 2026, an estimated $8.03K.
  • Brookfield Asset Management made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #413 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Brookfield Asset Management position peaked at $16.3K in Q1 2024.
  • 178 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.