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Demars Financial Group’s Brookfield Asset Management BAM Stock Holding History

Demars Financial Group’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
Q1 		$789K Buy
+17,740
New +$866K 0.26% 50
2024
Q1 		– Sell
-6,551
Closed -$263K – 71
2023
Q4 		$263K Sell
6,551
-109
-2% -$3.69K 0.14% 60
2023
Q3 		$222K Buy
+6,660
New +$225K 0.13% 71

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Demars Financial Group's BAM Position: Q1 2026 in Review

Demars Financial Group opened a new position in Brookfield Asset Management (BAM) in Q1 2026: 17,740 shares worth $789K. The stake represents 0.26% of the portfolio and ranks #50 among its holdings. This is a return to the name: Demars Financial Group previously reported a position in BAM as recently as Q4 2023.

Demars Financial Group first reported a position in BAM in Q3 2023 and has held it in 3 quarters since. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • Demars Financial Group held 17,740 shares of Brookfield Asset Management worth $789K as of Q1 2026.
  • Brookfield Asset Management was a new Demars Financial Group position in Q1 2026.
  • Brookfield Asset Management made up 0.26% of Demars Financial Group's portfolio in Q1 2026, its #50 holding.
  • Demars Financial Group first reported a position in Brookfield Asset Management in Q3 2023 and has held it in 3 quarters since.
  • 625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Demars Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.