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SimplyRich’s Brookfield Asset Management BAM Stock Holding History

SimplyRich’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 		– Sell
-6,254
Closed -$277K – 170
2026
Q1 		$277K Sell
6,254
-4
-0.1% -$195 0.07% 206
2025
Q4 		$327K Hold
6,258
– – 0.09% 168
2025
Q3 		$356K Sell
6,258
-1
-0% -$59 0.1% 166
2025
Q2 		$345K Hold
6,259
– – 0.1% 173
2025
Q1 		$303K Hold
6,259
– – 0.09% 180
2024
Q4 		$339K Hold
6,259
– – 0.1% 163
2024
Q3 		$295K Sell
6,259
-390
-6% -$16.3K 0.08% 180
2024
Q2 		$252K Buy
6,649
+760
+13% +$29.9K 0.08% 161
2024
Q1 		$248K Hold
5,889
– – 0.08% 166
2023
Q4 		$237K Buy
+5,889
New +$199K 0.08% 160

Other funds holding BAM

BC
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

SimplyRich's BAM Position: Q2 2026 in Review

SimplyRich sold out of Brookfield Asset Management (BAM) in Q2 2026, closing a stake of 6,254 shares — an estimated $277K sold.

SimplyRich first reported a position in BAM in Q4 2023 and held it in 10 quarters. The position peaked at $356K in Q3 2025. 622 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • SimplyRich reported no remaining Brookfield Asset Management position as of Q2 2026 after selling out during the quarter.
  • SimplyRich sold 6,254 Brookfield Asset Management shares in Q2 2026, an estimated $277K.
  • SimplyRich first reported a position in Brookfield Asset Management in Q4 2023 and held it in 10 quarters.
  • SimplyRich's Brookfield Asset Management position peaked at $356K in Q3 2025.
  • 622 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.