Mercer Global Advisors’s Brookfield Asset Management BAM Stock Holding History

Mercer Global Advisors’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	$1.14M	Buy	25,353 +377	+2%	+$17.8K	﹤0.01%	1654
2026 Q1	$1.11M	Buy	24,976 +13,591	+119%	+$664K	﹤0.01%	1505
2025 Q4	$596K	Buy	11,385 +4,360	+62%	+$234K	﹤0.01%	1750
2025 Q3	$400K	Buy	7,025 +2,495	+55%	+$148K	﹤0.01%	1897
2025 Q2	$250K	Buy	4,530 +183	+4%	+$9.82K	﹤0.01%	1956
2025 Q1	$211K	Buy	+4,347	New	+$237K	﹤0.01%	1947
2024 Q4	–	Sell	-4,259	Closed	-$203K	–	2125
2024 Q3	$203K	Buy	+4,259	New	+$178K	﹤0.01%	1802

Other funds holding BAM

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mercer Global Advisors's BAM Position: Q2 2026 in Review

Mercer Global Advisors increased its Brookfield Asset Management (BAM) stake by 1.5% in Q2 2026, buying an estimated $17.8K and bringing the position to 25,353 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Mercer Global Advisors first reported a position in BAM in Q3 2024 and has held it in 7 quarters since. 622 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Mercer Global Advisors held 25,353 shares of Brookfield Asset Management worth $1.14M as of Q2 2026.
Mercer Global Advisors bought 377 Brookfield Asset Management shares in Q2 2026, an estimated $17.8K.
Brookfield Asset Management made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1654 holding.
Mercer Global Advisors first reported a position in Brookfield Asset Management in Q3 2024 and has held it in 7 quarters since.
622 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.