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	$43.3M	Sell	965,300 -645,400	-40%	-$30.5M	﹤0.01%	1656
2026 Q1	$71.6M	Buy	1,610,700 +1,409,100	+699%	+$68.8M	0.01%	1029
2025 Q4	$10.6M	Buy	201,600 +48,000	+31%	+$2.58M	﹤0.01%	2971
2025 Q3	$8.75M	Buy	153,600 +81,500	+113%	+$4.85M	﹤0.01%	3209
2025 Q2	$3.99M	Buy	72,100 +17,400	+32%	+$934K	﹤0.01%	4396
2025 Q1	$2.65M	Buy	54,700 +4,300	+9%	+$234K	﹤0.01%	4908
2024 Q4	$2.73M	Sell	50,400 -15,900	-24%	-$859K	﹤0.01%	4646
2024 Q3	$3.14M	Sell	66,300 -362,400	-85%	-$15.2M	﹤0.01%	4459
2024 Q2	$16.3M	Buy	428,700 +287,400	+203%	+$11.3M	﹤0.01%	1948
2024 Q1	$5.94M	Sell	141,300 -168,000	-54%	-$6.79M	﹤0.01%	3368
2023 Q4	$12.4M	Buy	309,300 +207,800	+205%	+$7.02M	﹤0.01%	2357
2023 Q3	$3.38M	Buy	101,500 +48,500	+92%	+$1.64M	﹤0.01%	4179
2023 Q2	$1.73M	Sell	53,000 -67,500	-56%	-$2.17M	﹤0.01%	5453
2023 Q1	$3.94M	Buy	+120,500	New	+$3.91M	﹤0.01%	3816

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.