Key Financial Inc’s Brookfield Asset Management BAM Stock Holding History

Key Financial Inc’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	$63K	Hold	1,422	–	–	0.01%	486
2025 Q4	$74.6K	Sell	1,422 -91	-6%	-$4.89K	0.01%	450
2025 Q3	$84.4K	Hold	1,513	–	–	0.02%	420
2025 Q2	$83.6K	Hold	1,513	–	–	0.02%	406
2025 Q1	$73.2K	Hold	1,513	–	–	0.02%	413
2024 Q4	$82K	Buy	1,513 +91	+6%	+$4.91K	0.02%	394
2024 Q3	$67.3K	Hold	1,422	–	–	0.01%	426
2024 Q2	$54.1K	Buy	+1,422	New	+$55.9K	0.01%	456

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

Key Financial Inc's BAM Position: Q1 2026 in Review

Key Financial Inc held its Brookfield Asset Management (BAM) position steady in Q1 2026 at 1,422 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #486.

Key Financial Inc first reported a position in BAM in Q2 2024 and has held it in 8 quarters since. The position peaked at $84.4K in Q3 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Key Financial Inc held 1,422 shares of Brookfield Asset Management worth $63K as of Q1 2026.
Key Financial Inc left its Brookfield Asset Management share count unchanged in Q1 2026.
Brookfield Asset Management made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #486 holding.
Key Financial Inc first reported a position in Brookfield Asset Management in Q2 2024 and has held it in 8 quarters since.
Key Financial Inc's Brookfield Asset Management position peaked at $84.4K in Q3 2025.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.