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Northwest & Ethical Investments’s Brookfield Asset Management BAM Stock Holding History

Northwest & Ethical Investments’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
2025
Q3 		– Sell
-48,300
Closed -$12.1K – 508
2025
Q2 		$12.1K Buy
+48,300
New +$2.59M ﹤0.01% 486

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

Northwest & Ethical Investments's BAM Position: Q2 2026 in Review

Northwest & Ethical Investments increased its Brookfield Asset Management (BAM) stake by 33% in Q2 2026, buying an estimated $807K and bringing the position to 68,179 shares worth $3.05M. The position accounts for 0.07% of the portfolio, ranked #176.

Northwest & Ethical Investments first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.9M in Q3 2024. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Northwest & Ethical Investments held 68,179 shares of Brookfield Asset Management worth $3.05M as of Q2 2026.
  • Northwest & Ethical Investments bought 17,087 Brookfield Asset Management shares in Q2 2026, an estimated $807K.
  • Brookfield Asset Management made up 0.07% of Northwest & Ethical Investments's portfolio in Q2 2026, its #176 holding.
  • Northwest & Ethical Investments first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • Northwest & Ethical Investments's Brookfield Asset Management position peaked at $12.9M in Q3 2024.
  • 624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.