Johnson Financial Group Inc (Wisconsin)’s Brookfield Asset Management BAM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$2.02K	Hold	45	–	–	﹤0.01%	768
2026 Q1	$2K	Sell	45 -258	-85%	-$12.6K	﹤0.01%	785
2025 Q4	$15.9K	Sell	303 -2,998	-91%	-$161K	﹤0.01%	614
2025 Q3	$188K	Buy	3,301 +3,211	+3,568%	+$191K	0.01%	362
2025 Q2	$4.97K	Hold	90	–	–	﹤0.01%	641
2025 Q1	$4.36K	Sell	90 -56	-38%	-$3.05K	﹤0.01%	802
2024 Q4	$8.77K	Buy	146 +118	+421%	+$6.37K	﹤0.01%	660
2024 Q3	$1.33K	Buy	+28	New	+$1.17K	﹤0.01%	875
2023 Q4	–	Sell	-504	Closed	-$16.9K	–	924
2023 Q3	$16.9K	Sell	504 -144	-22%	-$4.86K	﹤0.01%	497
2023 Q2	$21.2K	Buy	+648	New	+$20.8K	﹤0.01%	489

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

Johnson Financial Group Inc (Wisconsin)'s BAM Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 45 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Johnson Financial Group Inc (Wisconsin) first reported a position in BAM in Q2 2023 and has held it in 10 quarters since. The position peaked at $188K in Q3 2025. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 45 shares of Brookfield Asset Management worth $2.02K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its Brookfield Asset Management share count unchanged in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #768 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Brookfield Asset Management in Q2 2023 and has held it in 10 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Brookfield Asset Management position peaked at $188K in Q3 2025.
619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.