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Ares Financial Consulting’s Brookfield Asset Management BAM Stock Holding History

Ares Financial Consulting’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 		$4.71K Hold
105
– – ﹤0.01% 722
2026
Q1 		$4.63K Buy
+105
New +$5.13K ﹤0.01% 699

Other funds holding BAM

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return

Ares Financial Consulting's BAM Position: Q2 2026 in Review

Ares Financial Consulting held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 105 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Ares Financial Consulting first reported a position in BAM in Q1 2026 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Ares Financial Consulting held 105 shares of Brookfield Asset Management worth $4.71K as of Q2 2026.
  • Ares Financial Consulting left its Brookfield Asset Management share count unchanged in Q2 2026.
  • Brookfield Asset Management made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #722 holding.
  • Ares Financial Consulting first reported a position in Brookfield Asset Management in Q1 2026 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.