IFG Advisory’s Brookfield Asset Management BAM Stock Holding History

IFG Advisory’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 Q1	$152K	Buy	+3,415	New	+$167K	0.44%	48

Other funds holding BAM

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IFG Advisory's BAM Position: Q1 2026 in Review

IFG Advisory opened a new position in Brookfield Asset Management (BAM) in Q1 2026: 3,415 shares worth $152K. The stake represents 0.44% of the portfolio and ranks #48 among its holdings.

625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

IFG Advisory held 3,415 shares of Brookfield Asset Management worth $152K as of Q1 2026.
Brookfield Asset Management was a new IFG Advisory position in Q1 2026.
Brookfield Asset Management made up 0.44% of IFG Advisory's portfolio in Q1 2026, its #48 holding.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.