Stifel Financial

Stifel Financial’s Brookfield Asset Management BAM Stock Holding History

Stifel Financial’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	$9.31M	Sell	209,513 -200	-0.1%	-$9.77K	0.01%	999
2025 Q4	$11M	Sell	209,713 -685	-0.3%	-$36.8K	0.01%	906
2025 Q3	$12M	Sell	210,398 -28,266	-12%	-$1.68M	0.01%	860
2025 Q2	$13.2M	Sell	238,664 -2,662	-1%	-$143K	0.01%	772
2025 Q1	$11.7M	Buy	241,326 +4,602	+2%	+$251K	0.01%	780
2024 Q4	$12.8M	Buy	236,724 +7,342	+3%	+$396K	0.01%	760
2024 Q3	$10.8M	Sell	229,382 -2,822	-1%	-$118K	0.01%	822
2024 Q2	$8.84M	Sell	232,204 -26,789	-10%	-$1.05M	0.01%	857
2024 Q1	$10.9M	Buy	258,993 +7,546	+3%	+$305K	0.01%	780
2023 Q4	$10.1M	Buy	251,447 +83,378	+50%	+$2.82M	0.01%	766
2023 Q3	$5.6M	Sell	168,069 -3,326	-2%	-$112K	0.01%	975
2023 Q2	$5.59M	Sell	171,395 -3,623	-2%	-$117K	0.01%	975
2023 Q1	$5.73M	Sell	175,018 -79,257	-31%	-$2.57M	0.01%	939
2022 Q4	$7.29M	Buy	+254,275	New	+$7.65M	0.01%	800

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return