DHJJ Financial Advisors’s Brookfield Asset Management BAM Stock Holding History

DHJJ Financial Advisors’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	$44.5K	Hold	1,001	–	–	0.01%	425
2025 Q4	$52.4K	Hold	1,001	–	–	0.02%	378
2025 Q3	$57K	Hold	1,001	–	–	0.02%	345
2025 Q2	$55.3K	Buy	1,001 +1,000	+100,000%	+$53.7K	0.02%	331
2025 Q1	$49	Hold	1	–	–	﹤0.01%	912
2024 Q4	$55	Hold	1	–	–	﹤0.01%	878
2024 Q3	$48	Hold	1	–	–	﹤0.01%	862
2024 Q2	$39	Hold	1	–	–	﹤0.01%	820
2024 Q1	$43	Hold	1	–	–	﹤0.01%	805
2023 Q4	$41	Hold	1	–	–	﹤0.01%	790
2023 Q3	$34	Buy	+1	New	+$34	﹤0.01%	790

Other funds holding BAM

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DHJJ Financial Advisors's BAM Position: Q1 2026 in Review

DHJJ Financial Advisors held its Brookfield Asset Management (BAM) position steady in Q1 2026 at 1,001 shares worth $44.5K. The position accounts for 0.01% of the portfolio, ranked #425.

DHJJ Financial Advisors first reported a position in BAM in Q3 2023 and has held it in 11 quarters since. The position peaked at $57K in Q3 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

DHJJ Financial Advisors held 1,001 shares of Brookfield Asset Management worth $44.5K as of Q1 2026.
DHJJ Financial Advisors left its Brookfield Asset Management share count unchanged in Q1 2026.
Brookfield Asset Management made up 0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #425 holding.
DHJJ Financial Advisors first reported a position in Brookfield Asset Management in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Brookfield Asset Management position peaked at $57K in Q3 2025.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.