CX Institutional
BAM icon

CX Institutional’s Brookfield Asset Management BAM Stock Holding History

CX Institutional’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 		$7K Buy
151
+94
+165% +$4.59K ﹤0.01% 1395
2026
Q2 		$3K Hold
57
– – ﹤0.01% 1408
2026
Q1 		$3K Buy
+57
New +$2.78K ﹤0.01% 1389

Other funds holding BAM

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

CX Institutional's BAM Position: Q3 2026 in Review

CX Institutional increased its Brookfield Asset Management (BAM) stake by 165% in Q3 2026, buying an estimated $4.59K and bringing the position to 151 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

CX Institutional first reported a position in BAM in Q1 2026 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

  • CX Institutional held 151 shares of Brookfield Asset Management worth $7K as of Q3 2026.
  • CX Institutional bought 94 Brookfield Asset Management shares in Q3 2026, an estimated $4.59K.
  • Brookfield Asset Management made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1395 holding.
  • CX Institutional first reported a position in Brookfield Asset Management in Q1 2026 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.