Neo Ivy Capital Management’s Brookfield Asset Management BAM Stock Holding History

Neo Ivy 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	$401K	Buy	+9,023	New	+$441K	0.11%	224

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 $115B AUM 41.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Neo Ivy Capital Management's BAM Position: Q1 2026 in Review

Neo Ivy Capital Management opened a new position in Brookfield Asset Management (BAM) in Q1 2026: 9,023 shares worth $401K. The stake represents 0.11% of the portfolio and ranks #224 among its holdings.

627 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Neo Ivy Capital Management held 9,023 shares of Brookfield Asset Management worth $401K as of Q1 2026.
Brookfield Asset Management was a new Neo Ivy Capital Management position in Q1 2026.
Brookfield Asset Management made up 0.11% of Neo Ivy Capital Management's portfolio in Q1 2026, its #224 holding.
627 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.