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Amalgamated Bank’s Brookfield Asset Management BAM Stock Holding History

Amalgamated Bank’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 		$1.52M Buy
33,876
+11,281
+50% +$533K 0.01% 948
2026
Q1 		$1M Sell
22,595
-819
-3% -$40K 0.01% 1065
2025
Q4 		$1.23M Sell
23,414
-12,510
-35% -$673K 0.01% 996
2025
Q3 		$2.05M Buy
35,924
+109
+0.3% +$6.48K 0.01% 810
2025
Q2 		$1.98M Buy
+35,815
New +$1.92M 0.02% 801

Other funds holding BAM

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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

Amalgamated Bank's BAM Position: Q2 2026 in Review

Amalgamated Bank increased its Brookfield Asset Management (BAM) stake by 50% in Q2 2026, buying an estimated $533K and bringing the position to 33,876 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #948.

Amalgamated Bank first reported a position in BAM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.05M in Q3 2025. 335 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Amalgamated Bank held 33,876 shares of Brookfield Asset Management worth $1.52M as of Q2 2026.
  • Amalgamated Bank bought 11,281 Brookfield Asset Management shares in Q2 2026, an estimated $533K.
  • Brookfield Asset Management made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #948 holding.
  • Amalgamated Bank first reported a position in Brookfield Asset Management in Q2 2025 and has held it in 5 quarters since.
  • Amalgamated Bank's Brookfield Asset Management position peaked at $2.05M in Q3 2025.
  • 335 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.