CIBC Private Wealth Group
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CIBC Private Wealth Group’s Brookfield Asset Management BAM Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$18.5M Sell
352,261
-13,914
-4% -$748K 0.03% 289
2025
Q3 		$20.9M Sell
366,175
-8,923
-2% -$531K 0.04% 277
2025
Q2 		$20.7M Sell
375,098
-2,184
-0.6% -$117K 0.04% 275
2025
Q1 		$16.2M Buy
377,282
+3,767
+1% +$205K 0.03% 274
2024
Q4 		$20.8M Sell
373,515
-3,498
-0.9% -$189K 0.04% 263
2024
Q3 		$17.8M Sell
377,013
-12,990
-3% -$544K 0.03% 287
2024
Q2 		$14.9M Sell
390,003
-5,974
-2% -$235K 0.03% 283
2024
Q1 		$16.6M Sell
395,977
-12,081
-3% -$488K 0.03% 277
2023
Q4 		$16.4M Sell
408,058
-12,463
-3% -$421K 0.03% 264
2023
Q3 		$14M Sell
420,521
-67,928
-14% -$2.29M 0.03% 287
2023
Q2 		$15.9M Buy
488,449
+24,924
+5% +$802K 0.03% 286
2023
Q1 		$15.2M Sell
463,525
-14,987
-3% -$487K 0.03% 278
2022
Q4 		$2.4M Buy
+478,512
New +$14.4M 0.01% 403

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC Private Wealth Group's BAM Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Brookfield Asset Management (BAM) stake by 3.8% in Q4 2025, selling an estimated $748K and leaving 352,261 shares worth $18.5M. The position accounts for 0.03% of the portfolio, ranked #289.

CIBC Private Wealth Group first reported a position in BAM in Q4 2022 and has held it in 13 quarters since. The position peaked at $20.9M in Q3 2025. 628 funds tracked by Wall St. Rank hold BAM as of Q4 2025.

  • CIBC Private Wealth Group held 352,261 shares of Brookfield Asset Management worth $18.5M as of Q4 2025.
  • CIBC Private Wealth Group sold 13,914 Brookfield Asset Management shares in Q4 2025, an estimated $748K.
  • Brookfield Asset Management made up 0.03% of CIBC Private Wealth Group's portfolio in Q4 2025, its #289 holding.
  • CIBC Private Wealth Group first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 13 quarters since.
  • CIBC Private Wealth Group's Brookfield Asset Management position peaked at $20.9M in Q3 2025.
  • 628 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.