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Dorato Capital Management’s Brookfield Asset Management BAM Stock Holding History

Dorato Capital Management’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 		$234 Hold
5
– – ﹤0.01% 252
2026
Q1 		$227 Hold
5
– – ﹤0.01% 252
2025
Q4 		$260 Buy
+5
New +$269 ﹤0.01% 254

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Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Dorato Capital Management's BAM Position: Q2 2026 in Review

Dorato Capital Management held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 5 shares worth $234. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Dorato Capital Management first reported a position in BAM in Q4 2025 and has held it in 3 quarters since. The position peaked at $260 in Q4 2025. 282 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Dorato Capital Management held 5 shares of Brookfield Asset Management worth $234 as of Q2 2026.
  • Dorato Capital Management left its Brookfield Asset Management share count unchanged in Q2 2026.
  • Brookfield Asset Management made up ﹤0.01% of Dorato Capital Management's portfolio in Q2 2026, its #252 holding.
  • Dorato Capital Management first reported a position in Brookfield Asset Management in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Brookfield Asset Management position peaked at $260 in Q4 2025.
  • 282 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.