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Godfrey Financial Associates’s Brookfield Asset Management BAM Stock Holding History

Godfrey Financial Associates’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 		$179 Hold
4
– – ﹤0.01% 1016
2026
Q1 		$178 Hold
4
– – ﹤0.01% 1020
2025
Q4 		$210 Buy
+4
New +$215 ﹤0.01% 968

Other funds holding BAM

BC
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Godfrey Financial Associates's BAM Position: Q2 2026 in Review

Godfrey Financial Associates held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 4 shares worth $179. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Godfrey Financial Associates first reported a position in BAM in Q4 2025 and has held it in 3 quarters since. The position peaked at $210 in Q4 2025. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Godfrey Financial Associates held 4 shares of Brookfield Asset Management worth $179 as of Q2 2026.
  • Godfrey Financial Associates left its Brookfield Asset Management share count unchanged in Q2 2026.
  • Brookfield Asset Management made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #1016 holding.
  • Godfrey Financial Associates first reported a position in Brookfield Asset Management in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Brookfield Asset Management position peaked at $210 in Q4 2025.
  • 624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.