MV Capital Management’s Brookfield Asset Management BAM Stock Holding History

MV Capital 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	$2.69K	Buy	60 +38	+173%	+$1.79K	﹤0.01%	742
2026 Q1	$978	Buy	22 +17	+340%	+$830	﹤0.01%	872
2025 Q4	$262	Buy	+5	New	+$269	﹤0.01%	995

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

MV Capital Management's BAM Position: Q2 2026 in Review

MV Capital Management increased its Brookfield Asset Management (BAM) stake by 173% in Q2 2026, buying an estimated $1.79K and bringing the position to 60 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

MV Capital Management first reported a position in BAM in Q4 2025 and has held it in 3 quarters since. 623 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

MV Capital Management held 60 shares of Brookfield Asset Management worth $2.69K as of Q2 2026.
MV Capital Management bought 38 Brookfield Asset Management shares in Q2 2026, an estimated $1.79K.
Brookfield Asset Management made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #742 holding.
MV Capital Management first reported a position in Brookfield Asset Management in Q4 2025 and has held it in 3 quarters since.
623 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.