Ken Griffin’s Brookfield Asset Management BAM Stock Holding History

Ken Griffin’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	$17.1M	Sell	384,389 -2,890,601	-88%	-$141M	﹤0.01%	2520
2025 Q4	$172M	Buy	3,274,990 +3,153,739	+2,601%	+$170M	0.03%	552
2025 Q3	$6.9M	Buy	121,251 +78,165	+181%	+$4.65M	﹤0.01%	3813
2025 Q2	$2.38M	Sell	43,086 -602,875	-93%	-$32.4M	﹤0.01%	5389
2025 Q1	$31.3M	Buy	645,961 +552,288	+590%	+$30.1M	0.01%	1550
2024 Q4	$5.08M	Sell	93,673 -114,856	-55%	-$6.2M	﹤0.01%	3942
2024 Q3	$9.86M	Buy	208,529 +165,526	+385%	+$6.94M	﹤0.01%	2920
2024 Q2	$1.64M	Buy	+43,003	New	+$1.69M	﹤0.01%	5691
2024 Q1	–	Sell	-239,792	Closed	-$9.69M	–	14543
2023 Q4	$9.63M	Buy	239,792 +5,474	+2%	+$185K	﹤0.01%	2897
2023 Q3	$7.81M	Buy	234,318 +164,348	+235%	+$5.55M	﹤0.01%	2998
2023 Q2	$2.28M	Buy	69,970 +24,503	+54%	+$788K	﹤0.01%	4932
2023 Q1	$1.49M	Buy	+45,467	New	+$1.48M	﹤0.01%	5929

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 $4.68T 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 $100B AUM 36.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ken Griffin's BAM Position: Q1 2026 in Review

Ken Griffin reduced its Brookfield Asset Management (BAM) stake by 88% in Q1 2026, selling an estimated $141M and leaving 384,389 shares worth $17.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

Ken Griffin first reported a position in BAM in Q1 2023 and has held it in 12 quarters since. The position peaked at $172M in Q4 2025. 627 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Ken Griffin held 384,389 shares of Brookfield Asset Management worth $17.1M as of Q1 2026.
Ken Griffin sold 2,890,601 Brookfield Asset Management shares in Q1 2026, an estimated $141M.
Brookfield Asset Management made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #2520 holding.
Ken Griffin first reported a position in Brookfield Asset Management in Q1 2023 and has held it in 12 quarters since.
Ken Griffin's Brookfield Asset Management position peaked at $172M in Q4 2025.
627 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.