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Wulff, Hansen & Co’s Brookfield Asset Management BAM Stock Holding History

Wulff, Hansen & Co’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 		$342K Sell
7,687
-143
-2% -$6.98K 0.35% 75
2025
Q4 		$410K Hold
7,830
– – 0.34% 68
2025
Q3 		$446K Buy
7,830
+240
+3% +$14.3K 0.38% 65
2025
Q2 		$420K Buy
+7,590
New +$407K 0.36% 71

Other funds holding BAM

BC
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
Royal Bank of Canada Toronto, Ontario, Canada $570B 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B 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

Wulff, Hansen & Co's BAM Position: Q1 2026 in Review

Wulff, Hansen & Co reduced its Brookfield Asset Management (BAM) stake by 1.8% in Q1 2026, selling an estimated $6.98K and leaving 7,687 shares worth $342K. The position accounts for 0.35% of the portfolio, ranked #75.

Wulff, Hansen & Co first reported a position in BAM in Q2 2025 and has held it in 4 quarters since. The position peaked at $446K in Q3 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • Wulff, Hansen & Co held 7,687 shares of Brookfield Asset Management worth $342K as of Q1 2026.
  • Wulff, Hansen & Co sold 143 Brookfield Asset Management shares in Q1 2026, an estimated $6.98K.
  • Brookfield Asset Management made up 0.35% of Wulff, Hansen & Co's portfolio in Q1 2026, its #75 holding.
  • Wulff, Hansen & Co first reported a position in Brookfield Asset Management in Q2 2025 and has held it in 4 quarters since.
  • Wulff, Hansen & Co's Brookfield Asset Management position peaked at $446K in Q3 2025.
  • 625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Wulff, Hansen & Co's 13F filing for Q1 2026, filed 7 May 2026.