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 Q2	$37.7K	Sell	841 -581	-41%	-$27.4K	0.01%	593
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 $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

Key Financial Inc's BAM Position: Q2 2026 in Review

Key Financial Inc reduced its Brookfield Asset Management (BAM) stake by 41% in Q2 2026, selling an estimated $27.4K and leaving 841 shares worth $37.7K. The position accounts for 0.01% of the portfolio, ranked #593.

Key Financial Inc first reported a position in BAM in Q2 2024 and has held it in 9 quarters since. The position peaked at $84.4K in Q3 2025. 622 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Key Financial Inc held 841 shares of Brookfield Asset Management worth $37.7K as of Q2 2026.
Key Financial Inc sold 581 Brookfield Asset Management shares in Q2 2026, an estimated $27.4K.
Brookfield Asset Management made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #593 holding.
Key Financial Inc first reported a position in Brookfield Asset Management in Q2 2024 and has held it in 9 quarters since.
Key Financial Inc's Brookfield Asset Management position peaked at $84.4K in Q3 2025.
622 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.