HH
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Hilltop Holdings’s Brookfield Asset Management BAM Stock Holding History

Hilltop Holdings’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
2025
Q4 		– Sell
-4,293
Closed -$244K – 900
2025
Q3 		$244K Sell
4,293
-311
-7% -$18.5K 0.01% 806
2025
Q2 		$255K Sell
4,604
-227
-5% -$12.2K 0.02% 745
2025
Q1 		$234K Sell
4,831
-122
-2% -$6.65K 0.01% 755
2024
Q4 		$268K Buy
4,953
+465
+10% +$25.1K 0.02% 697
2024
Q3 		$212K Buy
+4,488
New +$188K 0.01% 757

Other funds holding BAM

BC
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Hilltop Holdings's BAM Position: Q4 2025 in Review

Hilltop Holdings sold out of Brookfield Asset Management (BAM) in Q4 2025, closing a stake of 4,293 shares — an estimated $244K sold.

Hilltop Holdings first reported a position in BAM in Q3 2024 and held it in 5 quarters. The position peaked at $268K in Q4 2024. 627 funds tracked by Wall St. Rank hold BAM as of Q4 2025.

  • Hilltop Holdings reported no remaining Brookfield Asset Management position as of Q4 2025 after selling out during the quarter.
  • Hilltop Holdings sold 4,293 Brookfield Asset Management shares in Q4 2025, an estimated $244K.
  • Hilltop Holdings first reported a position in Brookfield Asset Management in Q3 2024 and held it in 5 quarters.
  • Hilltop Holdings's Brookfield Asset Management position peaked at $268K in Q4 2024.
  • 627 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q4 2025.

Based on Hilltop Holdings's 13F filing for Q4 2025, filed 17 Feb 2026.