Balyasny Asset Management
BAM icon

Balyasny Asset Management’s Brookfield Asset Management BAM Stock Holding History

Balyasny Asset Management’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
2024
Q2 		– Sell
-600,000
Closed -$25.2M – 2574
2024
Q1 		$25.2M Buy
600,000
+407,700
+212% +$16.5M 0.04% 529
2023
Q4 		$7.72M Buy
+192,300
New +$6.5M 0.01% 953

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

Balyasny Asset Management's BAM Position: Q2 2026 in Review

Balyasny Asset Management opened a new position in Brookfield Asset Management (BAM) in Q2 2026: 429,159 shares worth $19.2M. The stake represents 0.02% of the portfolio and ranks #732 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in BAM as recently as Q1 2025.

Balyasny Asset Management first reported a position in BAM in Q4 2022 and has held it in 6 quarters since. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Balyasny Asset Management held 429,159 shares of Brookfield Asset Management worth $19.2M as of Q2 2026.
  • Brookfield Asset Management was a new Balyasny Asset Management position in Q2 2026.
  • Brookfield Asset Management made up 0.02% of Balyasny Asset Management's portfolio in Q2 2026, its #732 holding.
  • Balyasny Asset Management first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 6 quarters since.
  • 624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.