2Xideas’s Brookfield Asset Management BAM Stock Holding History

2Xideas’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	$647K	Sell	14,441 -8,086	-36%	-$382K	0.28%	44
2026 Q1	$998K	Sell	22,527 -48,840	-68%	-$2.39M	0.39%	46
2025 Q4	$3.74M	Sell	71,367 -112,112	-61%	-$6.03M	1.05%	31
2025 Q3	$10.4M	Buy	183,479 +14,221	+8%	+$846K	2.2%	9
2025 Q2	$9.35M	Sell	169,258 -17,600	-9%	-$945K	1.61%	17
2025 Q1	$9.04M	Sell	186,858 -58,260	-24%	-$3.18M	1.37%	26
2024 Q4	$13.3M	Sell	245,118 -155,882	-39%	-$8.42M	1.78%	19
2024 Q3	$19M	Sell	401,000 -44,600	-10%	-$1.87M	2.56%	6
2024 Q2	$17M	Sell	445,600 -25,400	-5%	-$999K	2.12%	15
2024 Q1	$19.8M	Sell	471,000 -65,600	-12%	-$2.65M	2.42%	7
2023 Q4	$21.7M	Buy	+536,600	New	+$18.1M	2.32%	8

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

2Xideas's BAM Position: Q2 2026 in Review

2Xideas reduced its Brookfield Asset Management (BAM) stake by 36% in Q2 2026, selling an estimated $382K and leaving 14,441 shares worth $647K. The position accounts for 0.28% of the portfolio, ranked #44.

2Xideas first reported a position in BAM in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.7M in Q4 2023. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

2Xideas held 14,441 shares of Brookfield Asset Management worth $647K as of Q2 2026.
2Xideas sold 8,086 Brookfield Asset Management shares in Q2 2026, an estimated $382K.
Brookfield Asset Management made up 0.28% of 2Xideas's portfolio in Q2 2026, its #44 holding.
2Xideas first reported a position in Brookfield Asset Management in Q4 2023 and has held it in 11 quarters since.
2Xideas's Brookfield Asset Management position peaked at $21.7M in Q4 2023.
624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on 2Xideas's 13F filing for Q2 2026, filed 14 Aug 2026.