Chevy Chase Trust’s Brookfield Asset Management BAM Stock Holding History

Chevy Chase Trust’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 Q3	$270K	Buy	+6,063	New	+$296K	﹤0.01%	631

Other funds holding BAM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Chevy Chase Trust's BAM Position: Q3 2026 in Review

Chevy Chase Trust opened a new position in Brookfield Asset Management (BAM) in Q3 2026: 6,063 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #631 among its holdings.

522 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

Chevy Chase Trust held 6,063 shares of Brookfield Asset Management worth $270K as of Q3 2026.
Brookfield Asset Management was a new Chevy Chase Trust position in Q3 2026.
Brookfield Asset Management made up ﹤0.01% of Chevy Chase Trust's portfolio in Q3 2026, its #631 holding.
522 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Chevy Chase Trust's 13F filing for Q3 2026, filed 13 Nov 2026.