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Midway Capital Research & Management’s Brookfield Asset Management BAM Stock Holding History

Midway Capital Research & Management’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 		$835K Buy
18,609
+2,505
+16% +$118K 0.66% 35
2026
Q1 		$716K Buy
16,104
+284
+2% +$13.9K 0.67% 35
2025
Q4 		$829K Buy
+15,820
New +$851K 0.81% 35

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

Midway Capital Research & Management's BAM Position: Q2 2026 in Review

Midway Capital Research & Management increased its Brookfield Asset Management (BAM) stake by 16% in Q2 2026, buying an estimated $118K and bringing the position to 18,609 shares worth $835K. The position accounts for 0.66% of the portfolio, ranked #35.

Midway Capital Research & Management first reported a position in BAM in Q4 2025 and has held it in 3 quarters since. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Midway Capital Research & Management held 18,609 shares of Brookfield Asset Management worth $835K as of Q2 2026.
  • Midway Capital Research & Management bought 2,505 Brookfield Asset Management shares in Q2 2026, an estimated $118K.
  • Brookfield Asset Management made up 0.66% of Midway Capital Research & Management's portfolio in Q2 2026, its #35 holding.
  • Midway Capital Research & Management first reported a position in Brookfield Asset Management in Q4 2025 and has held it in 3 quarters since.
  • 620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Midway Capital Research & Management's 13F filing for Q2 2026, filed 14 Jul 2026.