Western Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Western Wealth Management’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	$273K	Sell	6,084 -225	-4%	-$10.6K	0.01%	856
2026 Q1	$280K	Buy	+6,309	New	+$308K	0.01%	822

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

Western Wealth Management's BAM Position: Q2 2026 in Review

Western Wealth Management reduced its Brookfield Asset Management (BAM) stake by 3.6% in Q2 2026, selling an estimated $10.6K and leaving 6,084 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #856.

Western Wealth Management first reported a position in BAM in Q1 2026 and has held it in 2 quarters since. The position peaked at $280K in Q1 2026. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Western Wealth Management held 6,084 shares of Brookfield Asset Management worth $273K as of Q2 2026.
Western Wealth Management sold 225 Brookfield Asset Management shares in Q2 2026, an estimated $10.6K.
Brookfield Asset Management made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #856 holding.
Western Wealth Management first reported a position in Brookfield Asset Management in Q1 2026 and has held it in 2 quarters since.
Western Wealth Management's Brookfield Asset Management position peaked at $280K in Q1 2026.
621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.