MPWT
BAM icon

MassMutual Private Wealth & Trust’s Brookfield Asset Management BAM Stock Holding History

MassMutual Private Wealth & Trust’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 		$75.1K Buy
1,674
+304
+22% +$14.4K ﹤0.01% 652
2026
Q1 		$60.9K Buy
1,370
+107
+8% +$5.23K ﹤0.01% 700
2025
Q4 		$66.2K Buy
1,263
+19
+2% +$1.02K ﹤0.01% 701
2025
Q3 		$70.8K Buy
1,244
+3
+0.2% +$178 ﹤0.01% 689
2025
Q2 		$68.6K Buy
1,241
+181
+17% +$9.71K ﹤0.01% 696
2025
Q1 		$51.4K Sell
1,060
-60
-5% -$3.27K ﹤0.01% 728
2024
Q4 		$60.7K Buy
1,120
+170
+18% +$9.18K ﹤0.01% 697
2024
Q3 		$44.9K Buy
950
+173
+22% +$7.25K ﹤0.01% 683
2024
Q2 		$29.6K Buy
777
+385
+98% +$15.1K ﹤0.01% 762
2024
Q1 		$16.5K Buy
392
+9
+2% +$364 ﹤0.01% 886
2023
Q4 		$15.4K Buy
383
+103
+37% +$3.48K ﹤0.01% 878
2023
Q3 		$9.34K Buy
280
+41
+17% +$1.38K ﹤0.01% 1034
2023
Q2 		$7.8K Buy
239
+78
+48% +$2.51K ﹤0.01% 1052
2023
Q1 		$5.27K Buy
161
+48
+42% +$1.56K ﹤0.01% 1143
2022
Q4 		$3K Buy
+113
New +$3.4K ﹤0.01% 1124

Other funds holding BAM

CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MassMutual Private Wealth & Trust's BAM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Brookfield Asset Management (BAM) stake by 22% in Q2 2026, buying an estimated $14.4K and bringing the position to 1,674 shares worth $75.1K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

MassMutual Private Wealth & Trust first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. 229 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,674 shares of Brookfield Asset Management worth $75.1K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 304 Brookfield Asset Management shares in Q2 2026, an estimated $14.4K.
  • Brookfield Asset Management made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #652 holding.
  • MassMutual Private Wealth & Trust first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • 229 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.