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Kilter Group’s Brookfield Asset Management BAM Stock Holding History

Kilter Group’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
-22
Closed -$978 – 1596
2026
Q1 		$978 Sell
22
-35
-61% -$1.71K ﹤0.01% 1240
2025
Q4 		$2.99K Buy
+57
New +$3.06K ﹤0.01% 642

Other funds holding BAM

BC
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
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

Kilter Group's BAM Position: Q2 2026 in Review

Kilter Group sold out of Brookfield Asset Management (BAM) in Q2 2026, closing a stake of 22 shares — an estimated $978 sold.

Kilter Group first reported a position in BAM in Q4 2025 and held it in 2 quarters. The position peaked at $2.99K in Q4 2025. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Kilter Group reported no remaining Brookfield Asset Management position as of Q2 2026 after selling out during the quarter.
  • Kilter Group sold 22 Brookfield Asset Management shares in Q2 2026, an estimated $978.
  • Kilter Group first reported a position in Brookfield Asset Management in Q4 2025 and held it in 2 quarters.
  • Kilter Group's Brookfield Asset Management position peaked at $2.99K in Q4 2025.
  • 624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.