Avanza Fonder’s Brookfield Asset Management BAM Stock Holding History

Avanza Fonder’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 Q3	$2.58M	Hold	40,634	–	–	0.05%	254
2026 Q2	$2.59M	Buy	40,634 +15,385	+61%	+$726K	0.06%	248
2026 Q1	$1.56M	Hold	25,249	–	–	0.04%	300
2025 Q4	$1.82M	Hold	25,249	–	–	0.05%	291
2025 Q3	$2M	Hold	25,249	–	–	0.05%	253
2025 Q2	$1.9M	Hold	25,249	–	–	0.06%	251
2025 Q1	$1.84M	Buy	25,249 +6,849	+37%	+$373K	0.06%	259
2024 Q4	$1.43M	Buy	+18,400	New	+$994K	0.04%	305

Other funds holding BAM

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Avanza Fonder's BAM Position: Q3 2026 in Review

Avanza Fonder held its Brookfield Asset Management (BAM) position steady in Q3 2026 at 40,634 shares worth $2.58M. The position accounts for 0.05% of the portfolio, ranked #254.

Avanza Fonder first reported a position in BAM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.59M in Q2 2026. 326 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

Avanza Fonder held 40,634 shares of Brookfield Asset Management worth $2.58M as of Q3 2026.
Avanza Fonder left its Brookfield Asset Management share count unchanged in Q3 2026.
Brookfield Asset Management made up 0.05% of Avanza Fonder's portfolio in Q3 2026, its #254 holding.
Avanza Fonder first reported a position in Brookfield Asset Management in Q4 2024 and has held it in 8 quarters since.
Avanza Fonder's Brookfield Asset Management position peaked at $2.59M in Q2 2026.
326 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Avanza Fonder's 13F filing for Q3 2026, filed 13 Oct 2026.