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 Q2	$325K	Sell	7,244 -443	-6%	-$20.9K	0.25%	86
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

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

Wulff, Hansen & Co's BAM Position: Q2 2026 in Review

Wulff, Hansen & Co reduced its Brookfield Asset Management (BAM) stake by 5.8% in Q2 2026, selling an estimated $20.9K and leaving 7,244 shares worth $325K. The position accounts for 0.25% of the portfolio, ranked #86.

Wulff, Hansen & Co first reported a position in BAM in Q2 2025 and has held it in 5 quarters since. The position peaked at $446K in Q3 2025. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Wulff, Hansen & Co held 7,244 shares of Brookfield Asset Management worth $325K as of Q2 2026.
Wulff, Hansen & Co sold 443 Brookfield Asset Management shares in Q2 2026, an estimated $20.9K.
Brookfield Asset Management made up 0.25% of Wulff, Hansen & Co's portfolio in Q2 2026, its #86 holding.
Wulff, Hansen & Co first reported a position in Brookfield Asset Management in Q2 2025 and has held it in 5 quarters since.
Wulff, Hansen & Co's Brookfield Asset Management position peaked at $446K in Q3 2025.
621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Wulff, Hansen & Co's 13F filing for Q2 2026, filed 5 Aug 2026.