Aviva
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Aviva’s Brookfield Asset Management BAM Stock Holding History

Aviva’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 		$12.9M Sell
288,054
-63,158
-18% -$2.98M 0.02% 505
2026
Q1 		$15.6M Buy
351,212
+9,603
+3% +$469K 0.03% 451
2025
Q4 		$17.9M Buy
341,609
+28,706
+9% +$1.54M 0.03% 419
2025
Q3 		$17.8M Buy
312,903
+18,120
+6% +$1.08M 0.03% 410
2025
Q2 		$16.3M Buy
294,783
+279,202
+1,792% +$15M 0.03% 412
2025
Q1 		$755K Sell
15,581
-35
-0.2% -$1.91K ﹤0.01% 634
2024
Q4 		$845K Sell
15,616
-211
-1% -$11.4K ﹤0.01% 643
2024
Q3 		$749K Sell
15,827
-87
-0.5% -$3.65K ﹤0.01% 639
2024
Q2 		$606K Buy
15,914
+4,853
+44% +$191K ﹤0.01% 777
2024
Q1 		$465K Sell
11,061
-88
-0.8% -$3.56K ﹤0.01% 873
2023
Q4 		$449K Hold
11,149
– – ﹤0.01% 884
2023
Q3 		$373K Sell
11,149
-57
-0.5% -$1.92K ﹤0.01% 916
2023
Q2 		$366K Sell
11,206
-110,450
-91% -$3.55M ﹤0.01% 910
2023
Q1 		$3.98M Sell
121,656
-18,826
-13% -$611K 0.02% 586
2022
Q4 		$4.02M Buy
+140,482
New +$4.23M 0.02% 609

Other funds holding BAM

BC
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Aviva's BAM Position: Q2 2026 in Review

Aviva reduced its Brookfield Asset Management (BAM) stake by 18% in Q2 2026, selling an estimated $2.98M and leaving 288,054 shares worth $12.9M. The position accounts for 0.02% of the portfolio, ranked #505.

Aviva first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.9M in Q4 2025. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Aviva held 288,054 shares of Brookfield Asset Management worth $12.9M as of Q2 2026.
  • Aviva sold 63,158 Brookfield Asset Management shares in Q2 2026, an estimated $2.98M.
  • Brookfield Asset Management made up 0.02% of Aviva's portfolio in Q2 2026, its #505 holding.
  • Aviva first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • Aviva's Brookfield Asset Management position peaked at $17.9M in Q4 2025.
  • 619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Aviva's 13F filing for Q2 2026, filed 13 Aug 2026.