Hara Capital’s Brookfield Asset Management BAM Stock Holding History

Hara Capital’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 Q3	$16.5K	Sell	370 -81	-18%	-$3.95K	0.01%	231
2026 Q2	$20.2K	Hold	451	–	–	0.01%	223
2026 Q1	$20K	Hold	451	–	–	0.01%	232
2025 Q4	$23.6K	Hold	451	–	–	0.01%	215
2025 Q3	$25.7K	Hold	451	–	–	0.02%	207
2025 Q2	$24.9K	Hold	451	–	–	0.02%	236
2025 Q1	$21.9K	Sell	451 -113	-20%	-$6.16K	0.01%	218
2024 Q4	$30.6K	Hold	564	–	–	0.02%	202
2024 Q3	$26.7K	Buy	+564	New	+$23.6K	0.02%	210

Other funds holding BAM

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return

DDD Partners Bellevue, Washington $1.75B AUM 20.59% 1-Year Est. Return

Hara Capital's BAM Position: Q3 2026 in Review

Hara Capital reduced its Brookfield Asset Management (BAM) stake by 18% in Q3 2026, selling an estimated $3.95K and leaving 370 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #231.

Hara Capital first reported a position in BAM in Q3 2024 and has held it in 9 quarters since. The position peaked at $30.6K in Q4 2024. 218 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

Hara Capital held 370 shares of Brookfield Asset Management worth $16.5K as of Q3 2026.
Hara Capital sold 81 Brookfield Asset Management shares in Q3 2026, an estimated $3.95K.
Brookfield Asset Management made up 0.01% of Hara Capital's portfolio in Q3 2026, its #231 holding.
Hara Capital first reported a position in Brookfield Asset Management in Q3 2024 and has held it in 9 quarters since.
Hara Capital's Brookfield Asset Management position peaked at $30.6K in Q4 2024.
218 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Hara Capital's 13F filing for Q3 2026, filed 30 Oct 2026.