Aigen Investment Management’s Brookfield Asset Management BAM Stock Holding History

Aigen Investment Management’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	–	Sell	-6,983	Closed	-$432K	–	546
2026 Q1	$432K	Sell	6,983 -4,066	-37%	-$199K	0.11%	251
2025 Q4	$780K	Sell	11,049 -5,459	-33%	-$293K	0.18%	162
2025 Q3	$1.31M	Sell	16,508 -5,434	-25%	-$323K	0.2%	145
2025 Q2	$1.65M	Buy	21,942 +13,024	+146%	+$699K	0.23%	131
2025 Q1	$621K	Buy	8,918 +4,893	+122%	+$267K	0.1%	300
2024 Q4	$218K	Sell	4,025 -24,230	-86%	-$1.31M	0.04%	583
2024 Q3	$1.34M	Sell	28,255 -13,456	-32%	-$564K	0.26%	96
2024 Q2	$1.59M	Buy	41,711 +16,078	+63%	+$632K	0.31%	77
2024 Q1	$1.08M	Buy	+25,633	New	+$1.04M	0.23%	130
2023 Q4	–	Sell	-14,244	Closed	-$475K	–	797
2023 Q3	$475K	Buy	+14,244	New	+$481K	0.09%	372

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

Aigen Investment Management's BAM Position: Q2 2026 in Review

Aigen Investment Management sold out of Brookfield Asset Management (BAM) in Q2 2026, closing a stake of 6,983 shares — an estimated $432K sold.

Aigen Investment Management first reported a position in BAM in Q3 2023 and held it in 10 quarters. The position peaked at $1.65M in Q2 2025. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Aigen Investment Management reported no remaining Brookfield Asset Management position as of Q2 2026 after selling out during the quarter.
Aigen Investment Management sold 6,983 Brookfield Asset Management shares in Q2 2026, an estimated $432K.
Aigen Investment Management first reported a position in Brookfield Asset Management in Q3 2023 and held it in 10 quarters.
Aigen Investment Management's Brookfield Asset Management position peaked at $1.65M in Q2 2025.
619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.