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 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

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

SJS Investment Consulting's BAM Position: Q2 2026 in Review

SJS Investment Consulting held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 58 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

SJS Investment Consulting first reported a position in BAM in Q2 2024 and has held it in 9 quarters since. 623 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

SJS Investment Consulting held 58 shares of Brookfield Asset Management worth $2.6K as of Q2 2026.
SJS Investment Consulting left its Brookfield Asset Management share count unchanged in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1664 holding.
SJS Investment Consulting first reported a position in Brookfield Asset Management in Q2 2024 and has held it in 9 quarters since.
623 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.