Wealth Enhancement Advisory Services’s Brookfield Asset Management BAM Stock Holding History

Wealth Enhancement Advisory Services’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	$2.02M	Buy	44,804 +15,534	+53%	+$758K	﹤0.01%	1662
2026 Q2	$1.37M	Sell	29,270 -878	-3%	-$41.5K	﹤0.01%	1855
2026 Q1	$1.34M	Buy	30,148 +872	+3%	+$42.6K	﹤0.01%	1625
2025 Q4	$1.61M	Sell	29,276 -5,446	-16%	-$293K	﹤0.01%	1643
2025 Q3	$2.01M	Sell	34,722 -7,066	-17%	-$420K	﹤0.01%	1435
2025 Q2	$2.37M	Sell	41,788 -1,214	-3%	-$65.2K	﹤0.01%	1270
2025 Q1	$2.08M	Buy	43,002 +854	+2%	+$46.6K	﹤0.01%	1225
2024 Q4	$2.28M	Buy	42,148 +2,914	+7%	+$157K	﹤0.01%	1113
2024 Q3	$1.86M	Buy	39,234 +1,309	+3%	+$54.8K	﹤0.01%	1090
2024 Q2	$1.44M	Buy	37,925 +29,111	+330%	+$1.14M	﹤0.01%	1123
2024 Q1	$370K	Buy	8,814 +3,501	+66%	+$142K	﹤0.01%	1772
2023 Q4	$214K	Sell	5,313 -1,261	-19%	-$42.6K	﹤0.01%	2051
2023 Q3	$220K	Buy	+6,574	New	+$222K	﹤0.01%	1949

Other funds holding BAM

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Wealth Enhancement Advisory Services's BAM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Brookfield Asset Management (BAM) stake by 53% in Q3 2026, buying an estimated $758K and bringing the position to 44,804 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Wealth Enhancement Advisory Services first reported a position in BAM in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.37M in Q2 2025. 203 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

Wealth Enhancement Advisory Services held 44,804 shares of Brookfield Asset Management worth $2.02M as of Q3 2026.
Wealth Enhancement Advisory Services bought 15,534 Brookfield Asset Management shares in Q3 2026, an estimated $758K.
Brookfield Asset Management made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1662 holding.
Wealth Enhancement Advisory Services first reported a position in Brookfield Asset Management in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Brookfield Asset Management position peaked at $2.37M in Q2 2025.
203 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.