Wealthspire Advisors (New York)’s Brookfield Asset Management BAM Stock Holding History

Wealthspire Advisors (New York)’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	$221K	Buy	+4,919	New	+$232K	﹤0.01%	1132
2026 Q1	–	Sell	-4,427	Closed	-$232K	–	944
2025 Q4	$232K	Buy	4,427 +982	+29%	+$52.8K	﹤0.01%	910
2025 Q3	$196K	Sell	3,445 -243	-7%	-$14.5K	﹤0.01%	802
2025 Q2	$204K	Buy	+3,688	New	+$198K	﹤0.01%	792
2024 Q4	–	Sell	-4,255	Closed	-$201K	–	797
2024 Q3	$201K	Buy	+4,255	New	+$178K	﹤0.01%	716

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

Wealthspire Advisors (New York)'s BAM Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Brookfield Asset Management (BAM) in Q2 2026: 4,919 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1132 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in BAM as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in BAM in Q3 2024 and has held it in 5 quarters since. The position peaked at $232K in Q4 2025. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Wealthspire Advisors (New York) held 4,919 shares of Brookfield Asset Management worth $221K as of Q2 2026.
Brookfield Asset Management was a new Wealthspire Advisors (New York) position in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1132 holding.
Wealthspire Advisors (New York) first reported a position in Brookfield Asset Management in Q3 2024 and has held it in 5 quarters since.
Wealthspire Advisors (New York)'s Brookfield Asset Management position peaked at $232K in Q4 2025.
624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.