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 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 $74.2B AUM 0.68% 1-Year Est. Return

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 $528B 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B 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