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IFP Advisors’s Brookfield Asset Management BAM Stock Holding History

IFP 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 		$26.1K Sell
582
-413
-42% -$19.5K ﹤0.01% 2806
2026
Q1 		$44.2K Buy
995
+421
+73% +$20.6K ﹤0.01% 2320
2025
Q4 		$30.1K Sell
574
-13
-2% -$699 ﹤0.01% 2490
2025
Q3 		$33.4K Buy
587
+3
+0.5% +$178 ﹤0.01% 2296
2025
Q2 		$32.3K Buy
584
+5
+0.9% +$268 ﹤0.01% 2280
2025
Q1 		$28.1K Buy
579
+11
+2% +$600 ﹤0.01% 2152
2024
Q4 		$30.8K Buy
568
+8
+1% +$432 ﹤0.01% 2060
2024
Q3 		$26.5K Buy
560
+112
+25% +$4.69K ﹤0.01% 2030
2024
Q2 		$17K Buy
+448
New +$17.6K ﹤0.01% 2150
2023
Q4 		– Sell
-2,768
Closed -$92.3K – 3070
2023
Q3 		$92.3K Sell
2,768
-112
-4% -$3.78K ﹤0.01% 1292
2023
Q2 		$94K Sell
2,880
-377
-12% -$12.1K ﹤0.01% 1337
2023
Q1 		$104K Sell
3,257
-171
-5% -$5.55K ﹤0.01% 1238
2022
Q4 		$112K Buy
+3,428
New +$103K ﹤0.01% 1688

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

IFP Advisors's BAM Position: Q2 2026 in Review

IFP Advisors reduced its Brookfield Asset Management (BAM) stake by 42% in Q2 2026, selling an estimated $19.5K and leaving 582 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2806.

IFP Advisors first reported a position in BAM in Q4 2022 and has held it in 13 quarters since. The position peaked at $112K in Q4 2022. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • IFP Advisors held 582 shares of Brookfield Asset Management worth $26.1K as of Q2 2026.
  • IFP Advisors sold 413 Brookfield Asset Management shares in Q2 2026, an estimated $19.5K.
  • Brookfield Asset Management made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2806 holding.
  • IFP Advisors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 13 quarters since.
  • IFP Advisors's Brookfield Asset Management position peaked at $112K in Q4 2022.
  • 621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.