Natixis Advisors
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Natixis Advisors’s Brookfield Asset Management BAM Stock Holding History

Natixis 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 		$54.3M Buy
1,209,892
+370,551
+44% +$17.5M 0.06% 289
2026
Q1 		$37.3M Sell
839,341
-198,229
-19% -$9.68M 0.05% 344
2025
Q4 		$54.4M Buy
1,037,570
+65,033
+7% +$3.5M 0.08% 245
2025
Q3 		$55.4M Buy
972,537
+90,097
+10% +$5.36M 0.08% 235
2025
Q2 		$48.8M Buy
882,440
+190,860
+28% +$10.2M 0.08% 254
2025
Q1 		$33.5M Buy
691,580
+42,356
+7% +$2.31M 0.06% 306
2024
Q4 		$35.2M Buy
649,224
+59,652
+10% +$3.22M 0.07% 292
2024
Q3 		$27.9M Buy
589,572
+216,591
+58% +$9.07M 0.05% 331
2024
Q2 		$14.2M Buy
372,981
+187,990
+102% +$7.39M 0.03% 492
2024
Q1 		$7.77M Buy
184,991
+129,788
+235% +$5.25M 0.02% 679
2023
Q4 		$2.22M Buy
55,203
+4,067
+8% +$137K 0.01% 976
2023
Q3 		$1.71M Buy
51,136
+6,032
+13% +$204K 0.01% 1028
2023
Q2 		$1.47M Buy
45,104
+9,380
+26% +$302K ﹤0.01% 1057
2023
Q1 		$1.17M Sell
35,724
-40,242
-53% -$1.31M ﹤0.01% 1101
2022
Q4 		$2.18M Buy
+75,966
New +$2.29M 0.01% 915

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

Natixis Advisors's BAM Position: Q2 2026 in Review

Natixis Advisors increased its Brookfield Asset Management (BAM) stake by 44% in Q2 2026, buying an estimated $17.5M and bringing the position to 1,209,892 shares worth $54.3M. The position accounts for 0.06% of the portfolio, ranked #289.

Natixis Advisors first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $55.4M in Q3 2025. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Natixis Advisors held 1,209,892 shares of Brookfield Asset Management worth $54.3M as of Q2 2026.
  • Natixis Advisors bought 370,551 Brookfield Asset Management shares in Q2 2026, an estimated $17.5M.
  • Brookfield Asset Management made up 0.06% of Natixis Advisors's portfolio in Q2 2026, its #289 holding.
  • Natixis Advisors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • Natixis Advisors's Brookfield Asset Management position peaked at $55.4M in Q3 2025.
  • 619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.