MassMutual Private Wealth & Trust
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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
Q3 		$70.3K Sell
1,577
-97
-6% -$4.74K ﹤0.01% 654
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% +$9.7K ﹤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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's BAM Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Brookfield Asset Management (BAM) stake by 5.8% in Q3 2026, selling an estimated $4.74K and leaving 1,577 shares worth $70.3K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

MassMutual Private Wealth & Trust first reported a position in BAM in Q4 2022 and has held it in 16 quarters since. The position peaked at $75.1K in Q2 2026. 329 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

  • MassMutual Private Wealth & Trust held 1,577 shares of Brookfield Asset Management worth $70.3K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 97 Brookfield Asset Management shares in Q3 2026, an estimated $4.74K.
  • Brookfield Asset Management made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #654 holding.
  • MassMutual Private Wealth & Trust first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 16 quarters since.
  • MassMutual Private Wealth & Trust's Brookfield Asset Management position peaked at $75.1K in Q2 2026.
  • 329 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.