Wedmont Private Capital’s Brookfield Asset Management BAM Stock Holding History

Wedmont Private Capital’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	$230K	Buy	+5,092	New	+$249K	0.01%	899

Other funds holding BAM

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

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

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

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lipe & Dalton Syracuse, New York $216M AUM 27.72% 1-Year Est. Return

Wedmont Private Capital's BAM Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in Brookfield Asset Management (BAM) in Q3 2026: 5,092 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #899 among its holdings.

60 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

Wedmont Private Capital held 5,092 shares of Brookfield Asset Management worth $230K as of Q3 2026.
Brookfield Asset Management was a new Wedmont Private Capital position in Q3 2026.
Brookfield Asset Management made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #899 holding.
60 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.