Russell Investments Group
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Russell Investments Group’s Brookfield Asset Management BAM Stock Holding History

Russell Investments Group’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 		$19.3M Buy
431,006
+315,831
+274% +$14.9M 0.02% 756
2026
Q1 		$5.09M Sell
115,175
-1,070
-0.9% -$52.3K 0.01% 1337
2025
Q4 		$6.1M Sell
116,245
-30,295
-21% -$1.63M 0.01% 1189
2025
Q3 		$8.34M Buy
146,540
+44,669
+44% +$2.66M 0.01% 995
2025
Q2 		$5.63M Buy
101,871
+4,006
+4% +$215K 0.01% 1133
2025
Q1 		$4.74M Sell
97,865
-48,644
-33% -$2.65M 0.01% 1206
2024
Q4 		$7.94M Sell
146,509
-38,673
-21% -$2.09M 0.01% 929
2024
Q3 		$8.76M Sell
185,182
-31,736
-15% -$1.33M 0.01% 891
2024
Q2 		$8.26M Buy
216,918
+76,793
+55% +$3.02M 0.01% 911
2024
Q1 		$5.89M Buy
140,125
+3,692
+3% +$149K 0.01% 1092
2023
Q4 		$5.51M Sell
136,433
-19,919
-13% -$673K 0.01% 1087
2023
Q3 		$5.23M Sell
156,352
-9,384
-6% -$317K 0.01% 1064
2023
Q2 		$5.41M Sell
165,736
-35,769
-18% -$1.15M 0.01% 1056
2023
Q1 		$6.58M Buy
201,505
+34,544
+21% +$1.12M 0.01% 975
2022
Q4 		$4.8M Buy
+166,961
New +$5.02M 0.01% 1114

Other funds holding BAM

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Russell Investments Group's BAM Position: Q2 2026 in Review

Russell Investments Group increased its Brookfield Asset Management (BAM) stake by 274% in Q2 2026, buying an estimated $14.9M and bringing the position to 431,006 shares worth $19.3M. The position accounts for 0.02% of the portfolio, ranked #756.

Russell Investments Group first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. 334 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Russell Investments Group held 431,006 shares of Brookfield Asset Management worth $19.3M as of Q2 2026.
  • Russell Investments Group bought 315,831 Brookfield Asset Management shares in Q2 2026, an estimated $14.9M.
  • Brookfield Asset Management made up 0.02% of Russell Investments Group's portfolio in Q2 2026, its #756 holding.
  • Russell Investments Group first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • 334 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.