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Jain Global’s Brookfield Asset Management BAM Stock Holding History

Jain Global’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 		$673K Buy
+15,000
New +$708K ﹤0.01% 1111
2025
Q4 		– Sell
-19,200
Closed -$1.09M – 1232
2025
Q3 		$1.09M Buy
+19,200
New +$1.14M 0.01% 632
2025
Q2 		– Sell
-159,832
Closed -$7.74M – 1195
2025
Q1 		$7.74M Buy
+159,832
New +$8.71M 0.09% 165

Other funds holding BAM

BC
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jain Global's BAM Position: Q2 2026 in Review

Jain Global opened a new position in Brookfield Asset Management (BAM) in Q2 2026: 15,000 shares worth $673K. The stake represents ﹤0.01% of the portfolio and ranks #1111 among its holdings. This is a return to the name: Jain Global previously reported a position in BAM as recently as Q3 2025.

Jain Global first reported a position in BAM in Q1 2025 and has held it in 3 quarters since. The position peaked at $7.74M in Q1 2025. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Jain Global held 15,000 shares of Brookfield Asset Management worth $673K as of Q2 2026.
  • Brookfield Asset Management was a new Jain Global position in Q2 2026.
  • Brookfield Asset Management made up ﹤0.01% of Jain Global's portfolio in Q2 2026, its #1111 holding.
  • Jain Global first reported a position in Brookfield Asset Management in Q1 2025 and has held it in 3 quarters since.
  • Jain Global's Brookfield Asset Management position peaked at $7.74M in Q1 2025.
  • 621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Jain Global's 13F filing for Q2 2026, filed 14 Aug 2026.