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 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 $74.2B AUM 0.68% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MV Capital Management's BAM Position: Q1 2026 in Review

MV Capital Management increased its Brookfield Asset Management (BAM) stake by 340% in Q1 2026, buying an estimated $830 and bringing the position to 22 shares worth $978. The position accounts for ﹤0.01% of the portfolio, ranked #872.

MV Capital Management first reported a position in BAM in Q4 2025 and has held it in 2 quarters since. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

MV Capital Management held 22 shares of Brookfield Asset Management worth $978 as of Q1 2026.
MV Capital Management bought 17 Brookfield Asset Management shares in Q1 2026, an estimated $830.
Brookfield Asset Management made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #872 holding.
MV Capital Management first reported a position in Brookfield Asset Management in Q4 2025 and has held it in 2 quarters since.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.