Regions Financial Corp’s Brookfield Asset Management BAM Stock Holding History

Regions Financial Corp’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	$615K	Buy	13,709 +382	+3%	+$18K	﹤0.01%	588
2026 Q1	$592K	Buy	13,327 +8,465	+174%	+$413K	﹤0.01%	570
2025 Q4	$255K	Buy	+4,862	New	+$261K	﹤0.01%	759
2024 Q4	–	Sell	-4,561	Closed	-$216K	–	820
2024 Q3	$216K	Buy	+4,561	New	+$191K	﹤0.01%	797
2024 Q2	–	Sell	-5,384	Closed	-$226K	–	827
2024 Q1	$226K	Sell	5,384 -296	-5%	-$12K	﹤0.01%	767
2023 Q4	$228K	Buy	+5,680	New	+$192K	﹤0.01%	759
2023 Q3	–	Sell	-7,726	Closed	-$252K	–	800
2023 Q2	$252K	Sell	7,726 -11,325	-59%	-$364K	﹤0.01%	733
2023 Q1	$623K	Buy	+19,051	New	+$619K	0.01%	555

Other funds holding BAM

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Regions Financial Corp's BAM Position: Q2 2026 in Review

Regions Financial Corp increased its Brookfield Asset Management (BAM) stake by 2.9% in Q2 2026, buying an estimated $18K and bringing the position to 13,709 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Regions Financial Corp first reported a position in BAM in Q1 2023 and has held it in 8 quarters since. The position peaked at $623K in Q1 2023. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Regions Financial Corp held 13,709 shares of Brookfield Asset Management worth $615K as of Q2 2026.
Regions Financial Corp bought 382 Brookfield Asset Management shares in Q2 2026, an estimated $18K.
Brookfield Asset Management made up ﹤0.01% of Regions Financial Corp's portfolio in Q2 2026, its #588 holding.
Regions Financial Corp first reported a position in Brookfield Asset Management in Q1 2023 and has held it in 8 quarters since.
Regions Financial Corp's Brookfield Asset Management position peaked at $623K in Q1 2023.
624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Regions Financial Corp's 13F filing for Q2 2026, filed 10 Aug 2026.