Bridges Investment Management’s Brookfield Asset Management BAM Stock Holding History

Bridges Investment 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	$1.42M	Buy	31,588 +7,340	+30%	+$347K	0.02%	240
2026 Q1	$1.08M	Buy	24,248 +6,960	+40%	+$340K	0.01%	236
2025 Q4	$906K	Buy	17,288 +4,300	+33%	+$231K	0.01%	246
2025 Q3	$740K	Buy	12,988 +3,090	+31%	+$184K	0.01%	270
2025 Q2	$547K	Sell	9,898 -3,159	-24%	-$170K	0.01%	281
2025 Q1	$633K	Buy	13,057 +618	+5%	+$33.7K	0.01%	268
2024 Q4	$674K	Buy	12,439 +4,560	+58%	+$246K	0.01%	254
2024 Q3	$373K	Buy	+7,879	New	+$330K	0.01%	314

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

Bridges Investment Management's BAM Position: Q2 2026 in Review

Bridges Investment Management increased its Brookfield Asset Management (BAM) stake by 30% in Q2 2026, buying an estimated $347K and bringing the position to 31,588 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #240.

Bridges Investment Management first reported a position in BAM in Q3 2024 and has held it in 8 quarters since. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Bridges Investment Management held 31,588 shares of Brookfield Asset Management worth $1.42M as of Q2 2026.
Bridges Investment Management bought 7,340 Brookfield Asset Management shares in Q2 2026, an estimated $347K.
Brookfield Asset Management made up 0.02% of Bridges Investment Management's portfolio in Q2 2026, its #240 holding.
Bridges Investment Management first reported a position in Brookfield Asset Management in Q3 2024 and has held it in 8 quarters since.
624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.