Jackson Square Capital’s Brookfield Asset Management BAM Stock Holding History

Jackson Square Capital’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	-11,264	Closed	-$591K	–	133
2025 Q4	$591K	Sell	11,264 -2,675	-19%	-$144K	0.12%	93
2025 Q3	$794K	Sell	13,939 -2,089	-13%	-$124K	0.17%	81
2025 Q2	$885K	Buy	+16,028	New	+$860K	0.2%	86

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jackson Square Capital's BAM Position: Q1 2026 in Review

Jackson Square Capital sold out of Brookfield Asset Management (BAM) in Q1 2026, closing a stake of 11,264 shares — an estimated $591K sold.

Jackson Square Capital first reported a position in BAM in Q2 2025 and held it in 3 quarters. The position peaked at $885K in Q2 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Jackson Square Capital reported no remaining Brookfield Asset Management position as of Q1 2026 after selling out during the quarter.
Jackson Square Capital sold 11,264 Brookfield Asset Management shares in Q1 2026, an estimated $591K.
Jackson Square Capital first reported a position in Brookfield Asset Management in Q2 2025 and held it in 3 quarters.
Jackson Square Capital's Brookfield Asset Management position peaked at $885K in Q2 2025.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Jackson Square Capital's 13F filing for Q1 2026, filed 13 Apr 2026.