Engineers Gate Manager’s Brookfield Asset Management BAM Stock Holding History

Engineers Gate Manager’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	–	Sell	-13,888	Closed	-$728K	–	2180
2025 Q4	$728K	Buy	+13,888	New	+$747K	0.01%	1189
2025 Q3	–	Sell	-8,801	Closed	-$487K	–	2166
2025 Q2	$487K	Buy	+8,801	New	+$472K	0.01%	1494
2024 Q4	–	Sell	-4,494	Closed	-$212K	–	2226
2024 Q3	$212K	Buy	+4,494	New	+$188K	﹤0.01%	1780

Other funds holding BAM

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Engineers Gate Manager's BAM Position: Q1 2026 in Review

Engineers Gate Manager sold out of Brookfield Asset Management (BAM) in Q1 2026, closing a stake of 13,888 shares — an estimated $728K sold.

Engineers Gate Manager first reported a position in BAM in Q3 2024 and held it in 3 quarters. The position peaked at $728K in Q4 2025. 627 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Engineers Gate Manager reported no remaining Brookfield Asset Management position as of Q1 2026 after selling out during the quarter.
Engineers Gate Manager sold 13,888 Brookfield Asset Management shares in Q1 2026, an estimated $728K.
Engineers Gate Manager first reported a position in Brookfield Asset Management in Q3 2024 and held it in 3 quarters.
Engineers Gate Manager's Brookfield Asset Management position peaked at $728K in Q4 2025.
627 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.