SJS Investment Consulting’s Brookfield Asset Management BAM Stock Holding History

SJS Investment Consulting’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 Q3	$2.9K	Buy	65 +7	+12%	+$342	﹤0.01%	2030
2026 Q2	$2.6K	Hold	58	–	–	﹤0.01%	1664
2026 Q1	$2.58K	Buy	58 +53	+1,060%	+$2.59K	﹤0.01%	1213
2025 Q4	$262	Hold	5	–	–	﹤0.01%	1728
2025 Q3	$285	Hold	5	–	–	﹤0.01%	1386
2025 Q2	$277	Sell	5 -3	-38%	-$161	﹤0.01%	1282
2025 Q1	$388	Hold	8	–	–	﹤0.01%	1323
2024 Q4	$434	Hold	8	–	–	﹤0.01%	1291
2024 Q3	$379	Hold	8	–	–	﹤0.01%	1398
2024 Q2	$305	Buy	+8	New	+$315	﹤0.01%	1432

Other funds holding BAM

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return

SJS Investment Consulting's BAM Position: Q3 2026 in Review

SJS Investment Consulting increased its Brookfield Asset Management (BAM) stake by 12% in Q3 2026, buying an estimated $342 and bringing the position to 65 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

SJS Investment Consulting first reported a position in BAM in Q2 2024 and has held it in 10 quarters since. 258 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

SJS Investment Consulting held 65 shares of Brookfield Asset Management worth $2.9K as of Q3 2026.
SJS Investment Consulting bought 7 Brookfield Asset Management shares in Q3 2026, an estimated $342.
Brookfield Asset Management made up ﹤0.01% of SJS Investment Consulting's portfolio in Q3 2026, its #2030 holding.
SJS Investment Consulting first reported a position in Brookfield Asset Management in Q2 2024 and has held it in 10 quarters since.
258 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.