MML Investors Services
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MML Investors Services’s Brookfield Asset Management BAM Stock Holding History

MML Investors Services’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 		$530K Sell
11,819
-1,277
-10% -$60.3K ﹤0.01% 2425
2026
Q1 		$582K Sell
13,096
-8,975
-41% -$438K ﹤0.01% 2130
2025
Q4 		$1.16M Buy
22,071
+2,068
+10% +$111K ﹤0.01% 1719
2025
Q3 		$1.14M Buy
20,003
+206
+1% +$12.3K ﹤0.01% 1647
2025
Q2 		$1.09M Buy
19,797
+1,526
+8% +$81.9K ﹤0.01% 1607
2025
Q1 		$885K Buy
18,271
+453
+3% +$24.7K ﹤0.01% 1661
2024
Q4 		$966K Buy
17,818
+307
+2% +$16.6K ﹤0.01% 1530
2024
Q3 		$828K Buy
17,511
+1,193
+7% +$50K ﹤0.01% 1556
2024
Q2 		$621K Sell
16,318
-1,706
-9% -$67.1K ﹤0.01% 1650
2024
Q1 		$757K Buy
18,024
+7,530
+72% +$304K ﹤0.01% 1575
2023
Q4 		$422K Buy
10,494
+2,608
+33% +$88.2K ﹤0.01% 1847
2023
Q3 		$263K Buy
+7,886
New +$266K ﹤0.01% 2003

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

MML Investors Services's BAM Position: Q2 2026 in Review

MML Investors Services reduced its Brookfield Asset Management (BAM) stake by 9.8% in Q2 2026, selling an estimated $60.3K and leaving 11,819 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #2425.

MML Investors Services first reported a position in BAM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.16M in Q4 2025. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • MML Investors Services held 11,819 shares of Brookfield Asset Management worth $530K as of Q2 2026.
  • MML Investors Services sold 1,277 Brookfield Asset Management shares in Q2 2026, an estimated $60.3K.
  • Brookfield Asset Management made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2425 holding.
  • MML Investors Services first reported a position in Brookfield Asset Management in Q3 2023 and has held it in 12 quarters since.
  • MML Investors Services's Brookfield Asset Management position peaked at $1.16M in Q4 2025.
  • 624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.