Jeff Yass’s Brookfield Asset Management BAM Stock Holding History

Jeff Yass’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	$4.03M	Sell	89,854 -232,700	-72%	-$11M	﹤0.01%	5033
2026 Q1	$14.3M	Buy	+322,554	New	+$15.8M	﹤0.01%	2619
2025 Q4	–	Sell	-65,194	Closed	-$3.5M	–	12332
2025 Q3	$3.71M	Sell	65,194 -382,464	-85%	-$22.7M	﹤0.01%	4598
2025 Q2	$24.7M	Sell	447,658 -1,328,026	-75%	-$71.3M	﹤0.01%	1789
2025 Q1	$86M	Buy	+1,775,684	New	+$96.8M	0.01%	718
2024 Q1	–	Sell	-46,854	Closed	-$1.89M	–	12151
2023 Q4	$1.88M	Buy	+46,854	New	+$1.58M	﹤0.01%	5488
2023 Q2	–	Sell	-14,344	Closed	-$461K	–	12042
2023 Q1	$469K	Buy	+14,344	New	+$466K	﹤0.01%	8715

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jeff Yass's BAM Position: Q2 2026 in Review

Jeff Yass reduced its Brookfield Asset Management (BAM) stake by 72% in Q2 2026, selling an estimated $11M and leaving 89,854 shares worth $4.03M. The position accounts for ﹤0.01% of the portfolio, ranked #5033.

Jeff Yass first reported a position in BAM in Q1 2023 and has held it in 7 quarters since. The position peaked at $86M in Q1 2025. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Jeff Yass held 89,854 shares of Brookfield Asset Management worth $4.03M as of Q2 2026.
Jeff Yass sold 232,700 Brookfield Asset Management shares in Q2 2026, an estimated $11M.
Brookfield Asset Management made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5033 holding.
Jeff Yass first reported a position in Brookfield Asset Management in Q1 2023 and has held it in 7 quarters since.
Jeff Yass's Brookfield Asset Management position peaked at $86M in Q1 2025.
620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.