HighTower Advisors
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HighTower Advisors’s Brookfield Asset Management BAM Stock Holding History

HighTower Advisors’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 		$4.28M Sell
95,990
-2,111
-2% -$103K ﹤0.01% 1352
2026
Q2 		$4.4M Buy
98,101
+4,004
+4% +$189K ﹤0.01% 1324
2026
Q1 		$4.18M Sell
94,097
-132,040
-58% -$6.45M ﹤0.01% 1292
2025
Q4 		$11.8M Buy
226,137
+6,652
+3% +$358K 0.01% 794
2025
Q3 		$12.5M Buy
219,485
+32,788
+18% +$1.95M 0.01% 754
2025
Q2 		$10.3M Buy
186,697
+42,017
+29% +$2.26M 0.01% 783
2025
Q1 		$7.01M Buy
144,680
+6,735
+5% +$367K 0.01% 913
2024
Q4 		$7.48M Buy
137,945
+3,193
+2% +$172K 0.01% 878
2024
Q3 		$6.37M Buy
134,752
+4,862
+4% +$204K 0.01% 938
2024
Q2 		$4.94M Buy
129,890
+11,345
+10% +$446K 0.01% 1009
2024
Q1 		$4.99M Sell
118,545
-48,024
-29% -$1.94M 0.01% 971
2023
Q4 		$6.66M Sell
166,569
-9,809
-6% -$332K 0.01% 850
2023
Q3 		$5.9M Sell
176,378
-2,338
-1% -$78.9K 0.01% 852
2023
Q2 		$5.83M Sell
178,716
-579
-0.3% -$18.6K 0.01% 839
2023
Q1 		$5.86M Buy
179,295
+36,896
+26% +$1.2M 0.01% 786
2022
Q4 		$4.03M Buy
+142,399
New +$4.28M 0.01% 941

Other funds holding BAM

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

HighTower Advisors's BAM Position: Q3 2026 in Review

HighTower Advisors reduced its Brookfield Asset Management (BAM) stake by 2.2% in Q3 2026, selling an estimated $103K and leaving 95,990 shares worth $4.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

HighTower Advisors first reported a position in BAM in Q4 2022 and has held it in 16 quarters since. The position peaked at $12.5M in Q3 2025. 522 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

  • HighTower Advisors held 95,990 shares of Brookfield Asset Management worth $4.28M as of Q3 2026.
  • HighTower Advisors sold 2,111 Brookfield Asset Management shares in Q3 2026, an estimated $103K.
  • Brookfield Asset Management made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #1352 holding.
  • HighTower Advisors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 16 quarters since.
  • HighTower Advisors's Brookfield Asset Management position peaked at $12.5M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.