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 Q2	$13.9K	Sell	310 -3,105	-91%	-$147K	﹤0.01%	1746
2026 Q1	$152K	Buy	+3,415	New	+$167K	0.44%	48

Other funds holding BAM

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

IFG Advisory's BAM Position: Q2 2026 in Review

IFG Advisory reduced its Brookfield Asset Management (BAM) stake by 91% in Q2 2026, selling an estimated $147K and leaving 310 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

IFG Advisory first reported a position in BAM in Q1 2026 and has held it in 2 quarters since. The position peaked at $152K in Q1 2026. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

IFG Advisory held 310 shares of Brookfield Asset Management worth $13.9K as of Q2 2026.
IFG Advisory sold 3,105 Brookfield Asset Management shares in Q2 2026, an estimated $147K.
Brookfield Asset Management made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1746 holding.
IFG Advisory first reported a position in Brookfield Asset Management in Q1 2026 and has held it in 2 quarters since.
IFG Advisory's Brookfield Asset Management position peaked at $152K in Q1 2026.
621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.