EI
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Ethic Inc’s Brookfield Asset Management BAM Stock Holding History

Ethic Inc’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 		$573K Buy
+12,784
New +$604K 0.01% 894

Other funds holding BAM

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

Ethic Inc's BAM Position: Q2 2026 in Review

Ethic Inc opened a new position in Brookfield Asset Management (BAM) in Q2 2026: 12,784 shares worth $573K. The stake represents 0.01% of the portfolio and ranks #894 among its holdings.

198 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Ethic Inc held 12,784 shares of Brookfield Asset Management worth $573K as of Q2 2026.
  • Brookfield Asset Management was a new Ethic Inc position in Q2 2026.
  • Brookfield Asset Management made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #894 holding.
  • 198 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.