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 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 $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

Hantz Financial Services's BAM Position: Q1 2026 in Review

Hantz Financial Services increased its Brookfield Asset Management (BAM) stake by 3,343% in Q1 2026, buying an estimated $11.4K and bringing the position to 241 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

Hantz Financial Services first reported a position in BAM in Q4 2022 and has held it in 8 quarters since. The position peaked at $169K in Q4 2022. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Hantz Financial Services held 241 shares of Brookfield Asset Management worth $11K as of Q1 2026.
Hantz Financial Services bought 234 Brookfield Asset Management shares in Q1 2026, an estimated $11.4K.
Brookfield Asset Management made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #2014 holding.
Hantz Financial Services first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 8 quarters since.
Hantz Financial Services's Brookfield Asset Management position peaked at $169K in Q4 2022.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.