Hantz Financial Services’s Brookfield Asset Management BAM Stock Holding History

Hantz Financial Services’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	$2K	Sell	41 -200	-83%	-$9.44K	﹤0.01%	2302
2026 Q1	$11K	Buy	241 +234	+3,343%	+$11.4K	﹤0.01%	2014
2025 Q4	$0	Sell	7 -43	-86%	-$2.31K	﹤0.01%	2411
2025 Q3	$3K	Buy	+50	New	+$2.97K	﹤0.01%	2090
2024 Q1	–	Sell	-9	Closed	–	–	1195
2023 Q4	$0	Hold	9	–	–	﹤0.01%	1125
2023 Q3	$0	Sell	9 -8	-47%	-$270	﹤0.01%	1116
2023 Q2	$1K	Hold	17	–	–	﹤0.01%	1018
2023 Q1	$1K	Sell	17 -5,890	-100%	-$191K	﹤0.01%	1036
2022 Q4	$169K	Buy	+5,907	New	+$178K	0.01%	548

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

Hantz Financial Services's BAM Position: Q2 2026 in Review

Hantz Financial Services reduced its Brookfield Asset Management (BAM) stake by 83% in Q2 2026, selling an estimated $9.44K and leaving 41 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2302.

Hantz Financial Services first reported a position in BAM in Q4 2022 and has held it in 9 quarters since. The position peaked at $169K in Q4 2022. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Hantz Financial Services held 41 shares of Brookfield Asset Management worth $2K as of Q2 2026.
Hantz Financial Services sold 200 Brookfield Asset Management shares in Q2 2026, an estimated $9.44K.
Brookfield Asset Management made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #2302 holding.
Hantz Financial Services first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 9 quarters since.
Hantz Financial Services's Brookfield Asset Management position peaked at $169K in Q4 2022.
621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.