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
Q3 		$165M Buy
3,704,705
+136,537
+4% +$6.66M 0.27% 70
2026
Q2 		$160M Sell
3,568,168
-118,415
-3% -$5.59M 0.26% 72
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% 74
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

CIBC World Market's BAM Position: Q3 2026 in Review

CIBC World Market increased its Brookfield Asset Management (BAM) stake by 3.8% in Q3 2026, buying an estimated $6.66M and bringing the position to 3,704,705 shares worth $165M. The position accounts for 0.27% of the portfolio, ranked #70.

CIBC World Market first reported a position in BAM in Q4 2022 and has held it in 16 quarters since. The position peaked at $267M in Q2 2025. 345 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

  • CIBC World Market held 3,704,705 shares of Brookfield Asset Management worth $165M as of Q3 2026.
  • CIBC World Market bought 136,537 Brookfield Asset Management shares in Q3 2026, an estimated $6.66M.
  • Brookfield Asset Management made up 0.27% of CIBC World Market's portfolio in Q3 2026, its #70 holding.
  • CIBC World Market first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 16 quarters since.
  • CIBC World Market's Brookfield Asset Management position peaked at $267M in Q2 2025.
  • 345 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on CIBC World Market's 13F filing for Q3 2026, filed 10 Nov 2026.