Schroder Investment Management Group’s Brookfield Asset Management BAM Stock Holding History

Schroder Investment Management 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	$24.4M	Buy	544,903 +76,715	+16%	+$3.62M	0.02%	511
2026 Q1	$20.8M	Buy	468,188 +25,860	+6%	+$1.26M	0.02%	527
2025 Q4	$23.2M	Buy	442,328 +129,282	+41%	+$6.95M	0.02%	478
2025 Q3	$17.8M	Buy	313,046 +2,334	+0.8%	+$139K	0.01%	549
2025 Q2	$17.2M	Buy	310,712 +33,674	+12%	+$1.81M	0.01%	546
2025 Q1	$13.4M	Buy	277,038 +112,304	+68%	+$6.12M	0.01%	591
2024 Q4	$8.93M	Buy	+164,734	New	+$8.89M	0.01%	674

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

Schroder Investment Management Group's BAM Position: Q2 2026 in Review

Schroder Investment Management Group increased its Brookfield Asset Management (BAM) stake by 16% in Q2 2026, buying an estimated $3.62M and bringing the position to 544,903 shares worth $24.4M. The position accounts for 0.02% of the portfolio, ranked #511.

Schroder Investment Management Group first reported a position in BAM in Q4 2024 and has held it in 7 quarters since. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Schroder Investment Management Group held 544,903 shares of Brookfield Asset Management worth $24.4M as of Q2 2026.
Schroder Investment Management Group bought 76,715 Brookfield Asset Management shares in Q2 2026, an estimated $3.62M.
Brookfield Asset Management made up 0.02% of Schroder Investment Management Group's portfolio in Q2 2026, its #511 holding.
Schroder Investment Management Group first reported a position in Brookfield Asset Management in Q4 2024 and has held it in 7 quarters since.
624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.