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Beutel, Goodman & Co’s Brookfield Asset Management BAM Stock Holding History

Beutel, Goodman & Co’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
Q1 		$230M Buy
5,189,113
+3,252,202
+168% +$159M 1.56% 28
2025
Q4 		$102M Sell
1,936,911
-165,065
-8% -$8.87M 0.62% 51
2025
Q3 		$120M Sell
2,101,976
-176,046
-8% -$10.5M 0.72% 50
2025
Q2 		$126M Sell
2,278,022
-77,884
-3% -$4.18M 0.72% 49
2025
Q1 		$114M Sell
2,355,906
-297,098
-11% -$16.2M 0.66% 53
2024
Q4 		$144M Sell
2,653,004
-1,769,336
-40% -$95.5M 0.78% 53
2024
Q3 		$209M Sell
4,422,340
-69,835
-2% -$2.93M 1.03% 48
2024
Q2 		$171M Sell
4,492,175
-66,753
-1% -$2.62M 0.91% 52
2024
Q1 		$192M Sell
4,558,928
-2,363,296
-34% -$95.5M 0.99% 48
2023
Q4 		$279M Buy
6,922,224
+3,695,774
+115% +$125M 1.48% 28
2023
Q3 		$108M Buy
3,226,450
+27,783
+0.9% +$938K 0.64% 53
2023
Q2 		$105M Buy
3,198,667
+19,680
+0.6% +$633K 0.59% 52
2023
Q1 		$104M Sell
3,178,987
-3,392
-0.1% -$110K 0.61% 54
2022
Q4 		$91.1M Buy
+3,182,379
New +$95.8M 0.55% 54

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beutel, Goodman & Co's BAM Position: Q1 2026 in Review

Beutel, Goodman & Co increased its Brookfield Asset Management (BAM) stake by 168% in Q1 2026, buying an estimated $159M and bringing the position to 5,189,113 shares worth $230M. The position accounts for 1.56% of the portfolio, ranked #28.

Beutel, Goodman & Co first reported a position in BAM in Q4 2022 and has held it in 14 quarters since. The position peaked at $279M in Q4 2023. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • Beutel, Goodman & Co held 5,189,113 shares of Brookfield Asset Management worth $230M as of Q1 2026.
  • Beutel, Goodman & Co bought 3,252,202 Brookfield Asset Management shares in Q1 2026, an estimated $159M.
  • Brookfield Asset Management made up 1.56% of Beutel, Goodman & Co's portfolio in Q1 2026, its #28 holding.
  • Beutel, Goodman & Co first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 14 quarters since.
  • Beutel, Goodman & Co's Brookfield Asset Management position peaked at $279M in Q4 2023.
  • 625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Beutel, Goodman & Co's 13F filing for Q1 2026, filed 15 May 2026.