Jim Simons
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Jim Simons’s Brookfield Asset Management BAM Stock Holding History

Jim Simons’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 		– Sell
-1,103,325
Closed -$49M – 3200
2026
Q1 		$49M Buy
1,103,325
+815,800
+284% +$39.8M 0.08% 328
2025
Q4 		$15.1M Buy
+287,525
New +$15.5M 0.02% 730
2025
Q3 		– Sell
-284,000
Closed -$15.7M – 3500
2025
Q2 		$15.7M Sell
284,000
-93,200
-25% -$5M 0.02% 820
2025
Q1 		$18.3M Buy
377,200
+13,500
+4% +$736K 0.03% 701
2024
Q4 		$19.7M Sell
363,700
-8,200
-2% -$443K 0.03% 673
2024
Q3 		$17.6M Buy
371,900
+63,500
+21% +$2.66M 0.03% 741
2024
Q2 		$11.7M Buy
308,400
+164,900
+115% +$6.48M 0.02% 833
2024
Q1 		$6.03M Buy
+143,500
New +$5.8M 0.01% 1293
2023
Q4 		– Sell
-82,300
Closed -$2.75M – 3732
2023
Q3 		$2.75M Sell
82,300
-119,900
-59% -$4.05M ﹤0.01% 1677
2023
Q2 		$6.6M Sell
202,200
-30,000
-13% -$965K 0.01% 1255
2023
Q1 		$7.6M Sell
232,200
-80,726
-26% -$2.62M 0.01% 1241
2022
Q4 		$8.97M Buy
+312,926
New +$9.42M 0.01% 1149

Other funds holding BAM

Brookfield Corp
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Partners Value Investments
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

Jim Simons's BAM Position: Q2 2026 in Review

Jim Simons sold out of Brookfield Asset Management (BAM) in Q2 2026, closing a stake of 1,103,325 shares — an estimated $49M sold.

Jim Simons first reported a position in BAM in Q4 2022 and held it in 12 quarters. The position peaked at $49M in Q1 2026. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Jim Simons reported no remaining Brookfield Asset Management position as of Q2 2026 after selling out during the quarter.
  • Jim Simons sold 1,103,325 Brookfield Asset Management shares in Q2 2026, an estimated $49M.
  • Jim Simons first reported a position in Brookfield Asset Management in Q4 2022 and held it in 12 quarters.
  • Jim Simons's Brookfield Asset Management position peaked at $49M in Q1 2026.
  • 624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.