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Cliff Asness’s Brookfield Asset Management BAM Stock Holding History

Cliff Asness’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 		$28.5M Buy
635,125
+78,553
+14% +$3.71M 0.01% 1038
2026
Q1 		$24.7M Buy
556,572
+498,323
+856% +$24.3M 0.01% 948
2025
Q4 		$3.05M Buy
58,249
+49,447
+562% +$2.66M ﹤0.01% 1864
2025
Q3 		$501K Buy
8,802
+5,035
+134% +$299K ﹤0.01% 2809
2025
Q2 		$208K Sell
3,767
-1,081
-22% -$58K ﹤0.01% 3028
2025
Q1 		$235K Buy
+4,848
New +$264K ﹤0.01% 2804

Other funds holding BAM

BC
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cliff Asness's BAM Position: Q2 2026 in Review

Cliff Asness increased its Brookfield Asset Management (BAM) stake by 14% in Q2 2026, buying an estimated $3.71M and bringing the position to 635,125 shares worth $28.5M. The position accounts for 0.01% of the portfolio, ranked #1038.

Cliff Asness first reported a position in BAM in Q1 2025 and has held it in 6 quarters since. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Cliff Asness held 635,125 shares of Brookfield Asset Management worth $28.5M as of Q2 2026.
  • Cliff Asness bought 78,553 Brookfield Asset Management shares in Q2 2026, an estimated $3.71M.
  • Brookfield Asset Management made up 0.01% of Cliff Asness's portfolio in Q2 2026, its #1038 holding.
  • Cliff Asness first reported a position in Brookfield Asset Management in Q1 2025 and has held it in 6 quarters since.
  • 620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.