Bridgewater Associates’s Brookfield Asset Management BAM Stock Holding History

Bridgewater Associates’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	$3.03M	Buy	67,547 +37,168	+122%	+$1.75M	0.01%	590
2026 Q1	$1.35M	Buy	+30,379	New	+$1.48M	0.01%	731
2025 Q3	–	Sell	-82,222	Closed	-$4.54M	–	1020
2025 Q2	$4.54M	Sell	82,222 -137,625	-63%	-$7.39M	0.02%	339
2025 Q1	$10.6M	Buy	+219,847	New	+$12M	0.05%	256
2024 Q1	–	Sell	-65,259	Closed	-$2.63M	–	695
2023 Q4	$2.63M	Buy	65,259 +11,496	+21%	+$389K	0.01%	476
2023 Q3	$1.8M	Buy	+53,763	New	+$1.81M	0.01%	512

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

Bridgewater Associates's BAM Position: Q2 2026 in Review

Bridgewater Associates increased its Brookfield Asset Management (BAM) stake by 122% in Q2 2026, buying an estimated $1.75M and bringing the position to 67,547 shares worth $3.03M. The position accounts for 0.01% of the portfolio, ranked #590.

Bridgewater Associates first reported a position in BAM in Q3 2023 and has held it in 6 quarters since. The position peaked at $10.6M in Q1 2025. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Bridgewater Associates held 67,547 shares of Brookfield Asset Management worth $3.03M as of Q2 2026.
Bridgewater Associates bought 37,168 Brookfield Asset Management shares in Q2 2026, an estimated $1.75M.
Brookfield Asset Management made up 0.01% of Bridgewater Associates's portfolio in Q2 2026, its #590 holding.
Bridgewater Associates first reported a position in Brookfield Asset Management in Q3 2023 and has held it in 6 quarters since.
Bridgewater Associates's Brookfield Asset Management position peaked at $10.6M in Q1 2025.
619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.