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 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 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 $115B AUM 41.58% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Jim Simons's BAM Position: Q1 2026 in Review

Jim Simons increased its Brookfield Asset Management (BAM) stake by 284% in Q1 2026, buying an estimated $39.8M and bringing the position to 1,103,325 shares worth $49M. The position accounts for 0.08% of the portfolio, ranked #328.

Jim Simons first reported a position in BAM in Q4 2022 and has held it in 12 quarters since. 627 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Jim Simons held 1,103,325 shares of Brookfield Asset Management worth $49M as of Q1 2026.
Jim Simons bought 815,800 Brookfield Asset Management shares in Q1 2026, an estimated $39.8M.
Brookfield Asset Management made up 0.08% of Jim Simons's portfolio in Q1 2026, its #328 holding.
Jim Simons first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 12 quarters since.
627 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.