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Hilltop National Bank’s Brookfield Asset Management BAM Stock Holding History

Hilltop National Bank’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
-127
Closed -$7.23K – 788
2025
Q3 		$7.23K Hold
127
– – ﹤0.01% 679
2025
Q2 		$7.02K Buy
+127
New +$6.82K ﹤0.01% 671

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 $115B AUM 41.58% 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 National Bank's BAM Position: Q4 2025 in Review

Hilltop National Bank sold out of Brookfield Asset Management (BAM) in Q4 2025, closing a stake of 127 shares — an estimated $7.23K sold.

Hilltop National Bank first reported a position in BAM in Q2 2025 and held it in 2 quarters. The position peaked at $7.23K in Q3 2025. 628 funds tracked by Wall St. Rank hold BAM as of Q4 2025.

  • Hilltop National Bank reported no remaining Brookfield Asset Management position as of Q4 2025 after selling out during the quarter.
  • Hilltop National Bank sold 127 Brookfield Asset Management shares in Q4 2025, an estimated $7.23K.
  • Hilltop National Bank first reported a position in Brookfield Asset Management in Q2 2025 and held it in 2 quarters.
  • Hilltop National Bank's Brookfield Asset Management position peaked at $7.23K in Q3 2025.
  • 628 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q4 2025.

Based on Hilltop National Bank's 13F filing for Q4 2025, filed 7 Jan 2026.