Northwest & Ethical Investments’s Brookfield Asset Management BAM Stock Holding History
Bought
Maintained
Sold
Other funds holding BAM
BC
PVI
VCM
Northwest & Ethical Investments's BAM Position: Q1 2026 in Review
Northwest & Ethical Investments reduced its Brookfield Asset Management (BAM) stake by 65% in Q1 2026, selling an estimated $4.6M and leaving 51,092 shares worth $2.27M. The position accounts for 0.05% of the portfolio, ranked #247.
Northwest & Ethical Investments first reported a position in BAM in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.9M in Q3 2024. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.
- Northwest & Ethical Investments held 51,092 shares of Brookfield Asset Management worth $2.27M as of Q1 2026.
- Northwest & Ethical Investments sold 94,280 Brookfield Asset Management shares in Q1 2026, an estimated $4.6M.
- Brookfield Asset Management made up 0.05% of Northwest & Ethical Investments's portfolio in Q1 2026, its #247 holding.
- Northwest & Ethical Investments first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 14 quarters since.
- Northwest & Ethical Investments's Brookfield Asset Management position peaked at $12.9M in Q3 2024.
- 625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.
Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.