Abel Hall LLC’s Brookfield Asset Management BAM Stock Holding History

Abel Hall LLC’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	$226K	Buy	+5,070	New	+$247K	0.04%	611

Other funds holding BAM

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 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

Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 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

Abel Hall LLC's BAM Position: Q3 2026 in Review

Abel Hall LLC opened a new position in Brookfield Asset Management (BAM) in Q3 2026: 5,070 shares worth $226K. The stake represents 0.04% of the portfolio and ranks #611 among its holdings.

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

Abel Hall LLC held 5,070 shares of Brookfield Asset Management worth $226K as of Q3 2026.
Brookfield Asset Management was a new Abel Hall LLC position in Q3 2026.
Brookfield Asset Management made up 0.04% of Abel Hall LLC's portfolio in Q3 2026, its #611 holding.
254 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.