AA
BAM icon

Ancora Advisors’s Brookfield Asset Management BAM Stock Holding History

Ancora Advisors’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 		$1.03M Sell
23,173
-129
-0.6% -$6.3K 0.02% 402
2025
Q4 		$1.22M Buy
23,302
+256
+1% +$13.8K 0.03% 370
2025
Q3 		$1.31M Sell
23,046
-372
-2% -$22.1K 0.03% 370
2025
Q2 		$1.29M Sell
23,418
-406
-2% -$21.8K 0.03% 360
2025
Q1 		$1.15M Buy
23,824
+42
+0.2% +$2.29K 0.03% 366
2024
Q4 		$1.29M Sell
23,782
-125
-0.5% -$6.75K 0.03% 350
2024
Q3 		$1.13M Buy
23,907
+429
+2% +$18K 0.03% 362
2024
Q2 		$893K Buy
23,478
+79
+0.3% +$3.11K 0.02% 396
2024
Q1 		$983K Buy
23,399
+1,437
+7% +$58.1K 0.02% 384
2023
Q4 		$882K Buy
21,962
+47
+0.2% +$1.59K 0.02% 395
2023
Q3 		$731K Buy
21,915
+2,377
+12% +$80.2K 0.02% 408
2023
Q2 		$638K Buy
19,538
+816
+4% +$26.2K 0.02% 423
2023
Q1 		$613K Buy
18,722
+1,540
+9% +$50K 0.02% 430
2022
Q4 		$493K Buy
+17,182
New +$517K 0.01% 490

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
PVI
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 $570B 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B 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

Ancora Advisors's BAM Position: Q1 2026 in Review

Ancora Advisors reduced its Brookfield Asset Management (BAM) stake by 0.55% in Q1 2026, selling an estimated $6.3K and leaving 23,173 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #402.

Ancora Advisors first reported a position in BAM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.31M in Q3 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • Ancora Advisors held 23,173 shares of Brookfield Asset Management worth $1.03M as of Q1 2026.
  • Ancora Advisors sold 129 Brookfield Asset Management shares in Q1 2026, an estimated $6.3K.
  • Brookfield Asset Management made up 0.02% of Ancora Advisors's portfolio in Q1 2026, its #402 holding.
  • Ancora Advisors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 14 quarters since.
  • Ancora Advisors's Brookfield Asset Management position peaked at $1.31M in Q3 2025.
  • 625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.