West Paces Advisors’s Brookfield Asset Management BAM Stock Holding History

West Paces Advisors’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	$2.92K	Buy	+65	New	+$3.07K	﹤0.01%	527

Other funds holding BAM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

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

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

West Paces Advisors's BAM Position: Q2 2026 in Review

West Paces Advisors opened a new position in Brookfield Asset Management (BAM) in Q2 2026: 65 shares worth $2.92K. The stake represents ﹤0.01% of the portfolio and ranks #527 among its holdings.

139 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

West Paces Advisors held 65 shares of Brookfield Asset Management worth $2.92K as of Q2 2026.
Brookfield Asset Management was a new West Paces Advisors position in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #527 holding.
139 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.