Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Northwestern Mutual Wealth 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
Q2 		$1.33M Buy
29,686
+4,806
+19% +$227K ﹤0.01% 1312
2026
Q1 		$1.11M Buy
24,880
+4,841
+24% +$236K ﹤0.01% 1296
2025
Q4 		$1.05M Buy
20,039
+14,724
+277% +$792K ﹤0.01% 1267
2025
Q3 		$303K Buy
5,315
+2,803
+112% +$167K ﹤0.01% 1633
2025
Q2 		$139K Buy
2,512
+497
+25% +$26.7K ﹤0.01% 1893
2025
Q1 		$97.6K Buy
2,015
+299
+17% +$16.3K ﹤0.01% 1939
2024
Q4 		$93K Buy
1,716
+83
+5% +$4.48K ﹤0.01% 1946
2024
Q3 		$77.2K Buy
1,633
+662
+68% +$27.7K ﹤0.01% 2009
2024
Q2 		$37K Sell
971
-185
-16% -$7.27K ﹤0.01% 2192
2024
Q1 		$48.6K Sell
1,156
-4
-0.3% -$162 ﹤0.01% 2092
2023
Q4 		$46.6K Buy
1,160
+189
+19% +$6.39K ﹤0.01% 2086
2023
Q3 		$32.4K Buy
971
+55
+6% +$1.86K ﹤0.01% 2134
2023
Q2 		$29.9K Sell
916
-138
-13% -$4.44K ﹤0.01% 2170
2023
Q1 		$34.5K Sell
1,054
-11,182
-91% -$363K ﹤0.01% 2075
2022
Q4 		$351K Buy
+12,236
New +$368K ﹤0.01% 1234

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

Northwestern Mutual Wealth Management's BAM Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Brookfield Asset Management (BAM) stake by 19% in Q2 2026, buying an estimated $227K and bringing the position to 29,686 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Northwestern Mutual Wealth Management first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Northwestern Mutual Wealth Management held 29,686 shares of Brookfield Asset Management worth $1.33M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 4,806 Brookfield Asset Management shares in Q2 2026, an estimated $227K.
  • Brookfield Asset Management made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1312 holding.
  • Northwestern Mutual Wealth Management first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • 624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.