CIBC Asset Management’s Brookfield Asset Management BAM Stock Holding History

CIBC Asset 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	$257M	Buy	5,701,677 +418,467	+8%	+$19.8M	0.56%	42
2026 Q1	$235M	Buy	5,283,210 +429,349	+9%	+$21M	0.58%	41
2025 Q4	$255M	Buy	4,853,861 +2,415,593	+99%	+$130M	0.62%	37
2025 Q3	$140M	Buy	2,438,268 +44,478	+2%	+$2.65M	0.4%	51
2025 Q2	$134M	Buy	2,393,790 +34,747	+1%	+$1.87M	0.41%	50
2025 Q1	$115M	Sell	2,359,043 -543,269	-19%	-$29.6M	0.38%	56
2024 Q4	$159M	Sell	2,902,312 -1,051,184	-27%	-$56.8M	0.52%	43
2024 Q3	$188M	Buy	3,953,496 +370,383	+10%	+$15.5M	0.61%	39
2024 Q2	$136M	Buy	3,583,113 +278,613	+8%	+$11M	0.49%	46
2024 Q1	$139M	Sell	3,304,500 -734,530	-18%	-$29.7M	0.48%	46
2023 Q4	$163M	Sell	4,039,030 -872,484	-18%	-$29.5M	0.61%	43
2023 Q3	$164M	Buy	4,911,514 +19,578	+0.4%	+$661K	0.68%	40
2023 Q2	$160M	Sell	4,891,936 -273,758	-5%	-$8.8M	0.61%	44
2023 Q1	$169M	Buy	5,165,694 +604,962	+13%	+$19.6M	0.67%	42
2022 Q4	$131M	Buy	+4,560,732	New	+$137M	0.55%	43

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

CIBC Asset Management's BAM Position: Q2 2026 in Review

CIBC Asset Management increased its Brookfield Asset Management (BAM) stake by 7.9% in Q2 2026, buying an estimated $19.8M and bringing the position to 5,701,677 shares worth $257M. The position accounts for 0.56% of the portfolio, ranked #42.

CIBC Asset Management first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

CIBC Asset Management held 5,701,677 shares of Brookfield Asset Management worth $257M as of Q2 2026.
CIBC Asset Management bought 418,467 Brookfield Asset Management shares in Q2 2026, an estimated $19.8M.
Brookfield Asset Management made up 0.56% of CIBC Asset Management's portfolio in Q2 2026, its #42 holding.
CIBC Asset Management first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.