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

CIBC World Market’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
Q1 		$164M Sell
3,686,583
-626,356
-15% -$30.6M 0.27% 71
2025
Q4 		$226M Buy
4,312,939
+1,092,851
+34% +$58.8M 0.36% 60
2025
Q3 		$183M Sell
3,220,088
-1,601,253
-33% -$95.2M 0.33% 63
2025
Q2 		$267M Buy
4,821,341
+1,095,181
+29% +$58.8M 0.53% 48
2025
Q1 		$181M Buy
3,726,160
+541,203
+17% +$29.5M 0.39% 60
2024
Q4 		$173M Sell
3,184,957
-444,155
-12% -$24M 0.36% 59
2024
Q3 		$172M Buy
3,629,112
+773,639
+27% +$32.4M 0.36% 63
2024
Q2 		$109M Buy
2,855,473
+87,680
+3% +$3.45M 0.25% 73
2024
Q1 		$116M Sell
2,767,793
-101,158
-4% -$4.09M 0.28% 64
2023
Q4 		$115M Buy
2,868,951
+263,438
+10% +$8.91M 0.29% 65
2023
Q3 		$86.9M Sell
2,605,513
-34,518
-1% -$1.17M 0.29% 69
2023
Q2 		$86.1M Buy
2,640,031
+25,641
+1% +$825K 0.27% 68
2023
Q1 		$85.5M Sell
2,614,390
-132,144
-5% -$4.29M 0.29% 66
2022
Q4 		$78.7M Buy
+2,746,534
New +$82.6M 0.28% 68

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIBC World Market's BAM Position: Q1 2026 in Review

CIBC World Market reduced its Brookfield Asset Management (BAM) stake by 15% in Q1 2026, selling an estimated $30.6M and leaving 3,686,583 shares worth $164M. The position accounts for 0.27% of the portfolio, ranked #71.

CIBC World Market first reported a position in BAM in Q4 2022 and has held it in 14 quarters since. The position peaked at $267M in Q2 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • CIBC World Market held 3,686,583 shares of Brookfield Asset Management worth $164M as of Q1 2026.
  • CIBC World Market sold 626,356 Brookfield Asset Management shares in Q1 2026, an estimated $30.6M.
  • Brookfield Asset Management made up 0.27% of CIBC World Market's portfolio in Q1 2026, its #71 holding.
  • CIBC World Market first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 14 quarters since.
  • CIBC World Market's Brookfield Asset Management position peaked at $267M in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on CIBC World Market's 13F filing for Q1 2026, filed 14 May 2026.