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 Q3	$37.6K	Hold	841	–	–	0.01%	585
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

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Key Financial Inc's BAM Position: Q3 2026 in Review

Key Financial Inc held its Brookfield Asset Management (BAM) position steady in Q3 2026 at 841 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #585.

Key Financial Inc first reported a position in BAM in Q2 2024 and has held it in 10 quarters since. The position peaked at $84.4K in Q3 2025. 522 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

Key Financial Inc held 841 shares of Brookfield Asset Management worth $37.6K as of Q3 2026.
Key Financial Inc left its Brookfield Asset Management share count unchanged in Q3 2026.
Brookfield Asset Management made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #585 holding.
Key Financial Inc first reported a position in Brookfield Asset Management in Q2 2024 and has held it in 10 quarters since.
Key Financial Inc's Brookfield Asset Management position peaked at $84.4K in Q3 2025.
522 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.