Hanson & Doremus Investment Management’s Brookfield Asset Management BAM Stock Holding History

Hanson & Doremus Investment Management’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	–	Sell	-1,548	Closed	-$69K	–	481
2026 Q1	$69K	Buy	1,548 +250	+19%	+$12.2K	0.01%	299
2025 Q4	$68K	Hold	1,298	–	–	0.01%	295
2025 Q3	$74K	Hold	1,298	–	–	0.01%	287
2025 Q2	$72K	Hold	1,298	–	–	0.01%	289
2025 Q1	$63K	Hold	1,298	–	–	0.01%	293
2024 Q4	$70K	Hold	1,298	–	–	0.01%	272
2024 Q3	$61K	Hold	1,298	–	–	0.01%	285
2024 Q2	$49K	Sell	1,298 -450	-26%	-$17.7K	0.01%	298
2024 Q1	$73K	Hold	1,748	–	–	0.01%	272
2023 Q4	$70K	Hold	1,748	–	–	0.01%	273
2023 Q3	$58K	Hold	1,748	–	–	0.01%	286
2023 Q2	$57K	Buy	+1,748	New	+$56.2K	0.01%	283
2023 Q1	–	Sell	-302	Closed	-$9K	–	468
2022 Q4	$9K	Buy	+302	New	+$9.09K	﹤0.01%	451

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

Hanson & Doremus Investment Management's BAM Position: Q2 2026 in Review

Hanson & Doremus Investment Management sold out of Brookfield Asset Management (BAM) in Q2 2026, closing a stake of 1,548 shares — an estimated $69K sold.

Hanson & Doremus Investment Management first reported a position in BAM in Q4 2022 and held it in 13 quarters. The position peaked at $74K in Q3 2025. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Hanson & Doremus Investment Management reported no remaining Brookfield Asset Management position as of Q2 2026 after selling out during the quarter.
Hanson & Doremus Investment Management sold 1,548 Brookfield Asset Management shares in Q2 2026, an estimated $69K.
Hanson & Doremus Investment Management first reported a position in Brookfield Asset Management in Q4 2022 and held it in 13 quarters.
Hanson & Doremus Investment Management's Brookfield Asset Management position peaked at $74K in Q3 2025.
619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.