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 Q2	$1.01M	Buy	22,536 +4,796	+27%	+$226K	0.28%	51
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

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

Demars Financial Group's BAM Position: Q2 2026 in Review

Demars Financial Group increased its Brookfield Asset Management (BAM) stake by 27% in Q2 2026, buying an estimated $226K and bringing the position to 22,536 shares worth $1.01M. The position accounts for 0.28% of the portfolio, ranked #51.

Demars Financial Group first reported a position in BAM in Q3 2023 and has held it in 4 quarters since. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Demars Financial Group held 22,536 shares of Brookfield Asset Management worth $1.01M as of Q2 2026.
Demars Financial Group bought 4,796 Brookfield Asset Management shares in Q2 2026, an estimated $226K.
Brookfield Asset Management made up 0.28% of Demars Financial Group's portfolio in Q2 2026, its #51 holding.
Demars Financial Group first reported a position in Brookfield Asset Management in Q3 2023 and has held it in 4 quarters since.
621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.