ZBNA
BAM icon

Zions Bancorporation, National Association’s Brookfield Asset Management BAM Stock Holding History

Zions Bancorporation, National Association’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 		$38.9K Buy
868
+52
+6% +$2.46K ﹤0.01% 612
2026
Q1 		$36.3K Buy
816
+328
+67% +$16K ﹤0.01% 603
2025
Q4 		$25.6K Buy
488
+345
+241% +$18.5K ﹤0.01% 680
2025
Q3 		$8.14K Sell
143
-40
-22% -$2.38K ﹤0.01% 699
2025
Q2 		$10.1K Sell
183
-1
-0.5% -$54 ﹤0.01% 694
2025
Q1 		$8.91K Buy
+184
New +$10K ﹤0.01% 704

Other funds holding BAM

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Zions Bancorporation, National Association's BAM Position: Q2 2026 in Review

Zions Bancorporation, National Association increased its Brookfield Asset Management (BAM) stake by 6.4% in Q2 2026, buying an estimated $2.46K and bringing the position to 868 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Zions Bancorporation, National Association first reported a position in BAM in Q1 2025 and has held it in 6 quarters since. 221 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Zions Bancorporation, National Association held 868 shares of Brookfield Asset Management worth $38.9K as of Q2 2026.
  • Zions Bancorporation, National Association bought 52 Brookfield Asset Management shares in Q2 2026, an estimated $2.46K.
  • Brookfield Asset Management made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #612 holding.
  • Zions Bancorporation, National Association first reported a position in Brookfield Asset Management in Q1 2025 and has held it in 6 quarters since.
  • 221 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.