Picton Mahoney Asset Management’s Brookfield Asset Management BAM Stock Holding History

Picton Mahoney Asset 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
2025 Q3	–	Sell	-800,000	Closed	-$44.1M	–	1077
2025 Q2	$44.1M	Buy	+800,000	New	+$42.9M	0.45%	44
2024 Q2	–	Sell	-25,000	Closed	-$1K	–	607
2024 Q1	$1K	Hold	25,000	–	–	﹤0.01%	363
2023 Q4	$1K	Buy	+25,000	New	+$845K	﹤0.01%	423

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 $304B AUM 35.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Picton Mahoney Asset Management's BAM Position: Q1 2026 in Review

Picton Mahoney Asset Management sold out of Brookfield Asset Management (BAM) in Q1 2026, closing a stake of 10,358 shares — an estimated $543K sold.

Picton Mahoney Asset Management first reported a position in BAM in Q3 2024 and held it in 4 quarters. The position peaked at $543K in Q4 2025. 627 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Picton Mahoney Asset Management reported no remaining Brookfield Asset Management position as of Q1 2026 after selling out during the quarter.
Picton Mahoney Asset Management sold 10,358 Brookfield Asset Management shares in Q1 2026, an estimated $543K.
Picton Mahoney Asset Management first reported a position in Brookfield Asset Management in Q3 2024 and held it in 4 quarters.
Picton Mahoney Asset Management's Brookfield Asset Management position peaked at $543K in Q4 2025.
627 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.