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

Berkshire 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
2026 Q2	$268K	Buy	5,975 +49	+0.8%	+$2.31K	0.01%	235
2026 Q1	$263K	Buy	5,926 +50	+0.9%	+$2.44K	0.01%	232
2025 Q4	$308K	Buy	5,876 +53	+0.9%	+$2.85K	0.01%	216
2025 Q3	$332K	Buy	5,823 +34	+0.6%	+$2.02K	0.01%	232
2025 Q2	$320K	Buy	5,789 +34	+0.6%	+$1.82K	0.01%	224
2025 Q1	$327K	Buy	+5,755	New	+$314K	0.02%	225

Other funds holding BAM

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Berkshire Asset Management increased its Brookfield Asset Management (BAM) stake by 0.83% in Q2 2026, buying an estimated $2.31K and bringing the position to 5,975 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #235.

Berkshire Asset Management first reported a position in BAM in Q1 2025 and has held it in 6 quarters since. The position peaked at $332K in Q3 2025. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Berkshire Asset Management held 5,975 shares of Brookfield Asset Management worth $268K as of Q2 2026.
Berkshire Asset Management bought 49 Brookfield Asset Management shares in Q2 2026, an estimated $2.31K.
Brookfield Asset Management made up 0.01% of Berkshire Asset Management's portfolio in Q2 2026, its #235 holding.
Berkshire Asset Management first reported a position in Brookfield Asset Management in Q1 2025 and has held it in 6 quarters since.
Berkshire Asset Management's Brookfield Asset Management position peaked at $332K in Q3 2025.
624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.