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
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

BC
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

HighTower Advisors's BAM Position: Q2 2026 in Review

HighTower Advisors increased its Brookfield Asset Management (BAM) stake by 4.3% in Q2 2026, buying an estimated $189K and bringing the position to 98,101 shares worth $4.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

HighTower Advisors first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.5M in Q3 2025. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • HighTower Advisors held 98,101 shares of Brookfield Asset Management worth $4.4M as of Q2 2026.
  • HighTower Advisors bought 4,004 Brookfield Asset Management shares in Q2 2026, an estimated $189K.
  • Brookfield Asset Management made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1324 holding.
  • HighTower Advisors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • HighTower Advisors's Brookfield Asset Management position peaked at $12.5M in Q3 2025.
  • 621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.