SBI Securities’s Brookfield Asset Management BAM Stock Holding History

SBI Securities’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	$114K	Buy	2,543 +247	+11%	+$11.7K	﹤0.01%	863
2026 Q1	$102K	Sell	2,296 -186	-7%	-$9.08K	﹤0.01%	840
2025 Q4	$130K	Sell	2,482 -963	-28%	-$51.8K	﹤0.01%	755
2025 Q3	$196K	Sell	3,445 -9	-0.3%	-$535	0.01%	633
2025 Q2	$191K	Buy	3,454 +250	+8%	+$13.4K	0.01%	603
2025 Q1	$155K	Sell	3,204 -61	-2%	-$3.33K	0.01%	604
2024 Q4	$177K	Buy	+3,265	New	+$176K	0.01%	582

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

SBI Securities's BAM Position: Q2 2026 in Review

SBI Securities increased its Brookfield Asset Management (BAM) stake by 11% in Q2 2026, buying an estimated $11.7K and bringing the position to 2,543 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

SBI Securities first reported a position in BAM in Q4 2024 and has held it in 7 quarters since. The position peaked at $196K in Q3 2025. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

SBI Securities held 2,543 shares of Brookfield Asset Management worth $114K as of Q2 2026.
SBI Securities bought 247 Brookfield Asset Management shares in Q2 2026, an estimated $11.7K.
Brookfield Asset Management made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #863 holding.
SBI Securities first reported a position in Brookfield Asset Management in Q4 2024 and has held it in 7 quarters since.
SBI Securities's Brookfield Asset Management position peaked at $196K in Q3 2025.
620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.