HANTZ FINANCIAL SERVICES, INC.
Position in BAM — Brookfield Asset Management Ltd.
CIK 1071061
SOUTHFIELD, MI
Position in BAM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,838
-$8,874 QoQ
Shares Held
41
-83.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#590
of 619 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026HANTZ FINANCIAL SERVICES, INC. holds $35,617,625 across 51 Asset Management names. BAM ranks #41 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
66,583 | $7,877,434 | |
| 2 | RJF |
Raymond James Financial Inc
|
47,491 | $7,220,056 | |
| 3 | BX |
Blackstone Inc.
|
57,270 | $6,738,960 | |
| 4 | EQH |
Equitable Holdings, Inc.
|
113,811 | $4,994,026 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
72,566 | $3,090,585 | |
| 6 | VCTR |
Victory Capital Holdings, Inc.
|
15,068 | $1,266,616 | |
| 7 | ARES |
Ares Management Corp
|
3,918 | $436,112 | |
| 8 | KKR |
KKR & Co. Inc.
|
4,637 | $425,583 |
All Filings in BAM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,838 | 41 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,712 | 241 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $366 | 7 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,847 | 50 | Shares | Sole | 2025-11-05 | |
| 2023-12-31 | $361 | 9 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $300 | 9 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $1 | 17 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $1 | 17 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $169,353 | 5,907 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||