Capital International Investors
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Capital International Investors’s Brookfield Asset Management BAM Stock Holding History

Capital International Investors’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 		$344M Buy
7,664,210
+41,526
+0.5% +$1.96M 0.07% 180
2026
Q1 		$339M Sell
7,622,684
-5,689,175
-43% -$278M 0.08% 176
2025
Q4 		$697M Sell
13,311,859
-2,771,015
-17% -$149M 0.11% 144
2025
Q3 		$916M Sell
16,082,874
-190,616
-1% -$11.3M 0.15% 122
2025
Q2 		$900M Buy
16,273,490
+96,432
+0.6% +$5.18M 0.16% 126
2025
Q1 		$784M Buy
16,177,058
+60,540
+0.4% +$3.3M 0.15% 126
2024
Q4 		$873M Buy
16,116,518
+116,008
+0.7% +$6.26M 0.16% 123
2024
Q3 		$757M Buy
16,000,510
+45,633
+0.3% +$1.91M 0.15% 136
2024
Q2 		$607M Buy
15,954,877
+1,757,426
+12% +$69.1M 0.13% 148
2024
Q1 		$597M Sell
14,197,451
-129,542
-0.9% -$5.24M 0.12% 151
2023
Q4 		$576M Sell
14,326,993
-9,153,933
-39% -$309M 0.13% 151
2023
Q3 		$783M Sell
23,480,926
-2,242,771
-9% -$75.7M 0.2% 119
2023
Q2 		$839M Buy
25,723,697
+7,329,168
+40% +$236M 0.2% 122
2023
Q1 		$602M Buy
18,394,529
+15,893,753
+636% +$516M 0.15% 149
2022
Q4 		$71.7M Buy
+2,500,776
New +$75.2M 0.02% 306

Other funds holding BAM

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
VCM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Capital International Investors's BAM Position: Q2 2026 in Review

Capital International Investors increased its Brookfield Asset Management (BAM) stake by 0.54% in Q2 2026, buying an estimated $1.96M and bringing the position to 7,664,210 shares worth $344M. The position accounts for 0.07% of the portfolio, ranked #180.

Capital International Investors first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $916M in Q3 2025. 494 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Capital International Investors held 7,664,210 shares of Brookfield Asset Management worth $344M as of Q2 2026.
  • Capital International Investors bought 41,526 Brookfield Asset Management shares in Q2 2026, an estimated $1.96M.
  • Brookfield Asset Management made up 0.07% of Capital International Investors's portfolio in Q2 2026, its #180 holding.
  • Capital International Investors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • Capital International Investors's Brookfield Asset Management position peaked at $916M in Q3 2025.
  • 494 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.