Axa
BAM icon

Axa’s Brookfield Asset Management BAM Stock Holding History

Axa’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
2025
Q3 		– Sell
-20,700
Closed -$1.14M – 173
2025
Q2 		$1.14M Sell
20,700
-363
-2% -$19.5K ﹤0.01% 869
2025
Q1 		$1.02M Sell
21,063
-86
-0.4% -$4.69K ﹤0.01% 841
2024
Q4 		$1.15M Sell
21,149
-15,827
-43% -$855K ﹤0.01% 844
2024
Q3 		$1.75M Sell
36,976
-6,167
-14% -$258K 0.01% 778
2024
Q2 		$1.64M Buy
43,143
+61
+0.1% +$2.4K ﹤0.01% 802
2024
Q1 		$1.81M Sell
43,082
-3,326
-7% -$134K 0.01% 768
2023
Q4 		$1.86M Buy
46,408
+2,941
+7% +$99.4K 0.01% 753
2023
Q3 		$1.45M Buy
43,467
+434
+1% +$14.7K 0.01% 771
2023
Q2 		$1.4M Buy
43,033
+178
+0.4% +$5.72K ﹤0.01% 784
2023
Q1 		$1.4M Buy
42,855
+706
+2% +$22.9K ﹤0.01% 816
2022
Q4 		$1.21M Buy
+42,149
New +$1.27M ﹤0.01% 855

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Axa's BAM Position: Q3 2025 in Review

Axa sold out of Brookfield Asset Management (BAM) in Q3 2025, closing a stake of 20,700 shares — an estimated $1.14M sold.

Axa first reported a position in BAM in Q4 2022 and held it in 11 quarters. The position peaked at $1.86M in Q4 2023. 587 funds tracked by Wall St. Rank hold BAM as of Q3 2025.

  • Axa reported no remaining Brookfield Asset Management position as of Q3 2025 after selling out during the quarter.
  • Axa sold 20,700 Brookfield Asset Management shares in Q3 2025, an estimated $1.14M.
  • Axa first reported a position in Brookfield Asset Management in Q4 2022 and held it in 11 quarters.
  • Axa's Brookfield Asset Management position peaked at $1.86M in Q4 2023.
  • 587 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.