JNBA Financial Advisors’s Brookfield Asset Management BAM Stock Holding History

JNBA Financial 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	$5.79K	Hold	129	–	–	﹤0.01%	591
2026 Q1	$5.74K	Hold	129	–	–	﹤0.01%	579
2025 Q4	$6.76K	Hold	129	–	–	﹤0.01%	532
2025 Q3	$7.35K	Hold	129	–	–	﹤0.01%	516
2025 Q2	$7.13K	Hold	129	–	–	﹤0.01%	500
2025 Q1	$6.25K	Hold	129	–	–	﹤0.01%	515
2024 Q4	$6.99K	Hold	129	–	–	﹤0.01%	492
2024 Q3	$6.1K	Buy	129 +56	+77%	+$2.35K	﹤0.01%	532
2024 Q2	$2.78K	Buy	73 +12	+20%	+$472	﹤0.01%	561
2024 Q1	$2.56K	Hold	61	–	–	﹤0.01%	586
2023 Q4	$2.45K	Hold	61	–	–	﹤0.01%	597
2023 Q3	$2.03K	Buy	61 +36	+144%	+$1.22K	﹤0.01%	627
2023 Q2	$816	Hold	25	–	–	﹤0.01%	671
2023 Q1	$818	Sell	25 -266	-91%	-$8.64K	﹤0.01%	677
2022 Q4	$8.34K	Buy	+291	New	+$8.76K	﹤0.01%	471

Other funds holding BAM

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

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return

JNBA Financial Advisors's BAM Position: Q2 2026 in Review

JNBA Financial Advisors held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 129 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

JNBA Financial Advisors first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.34K in Q4 2022. 259 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

JNBA Financial Advisors held 129 shares of Brookfield Asset Management worth $5.79K as of Q2 2026.
JNBA Financial Advisors left its Brookfield Asset Management share count unchanged in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #591 holding.
JNBA Financial Advisors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
JNBA Financial Advisors's Brookfield Asset Management position peaked at $8.34K in Q4 2022.
259 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.