State of Wisconsin Investment Board’s Brookfield Asset Management BAM Stock Holding History

State of Wisconsin Investment Board’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	$4.62M	Sell	102,982 -26,200	-20%	-$1.24M	0.01%	1082
2026 Q1	$5.73M	Sell	129,182 -14,700	-10%	-$718K	0.01%	929
2025 Q4	$7.55M	Buy	+143,882	New	+$7.74M	0.02%	823
2023 Q4	–	Sell	-454,399	Closed	-$15.2M	–	2378
2023 Q3	$15.2M	Buy	454,399 +181,225	+66%	+$6.12M	0.05%	386
2023 Q2	$8.93M	Buy	273,174 +58,377	+27%	+$1.88M	0.03%	664
2023 Q1	$7.03M	Buy	214,797 +15,652	+8%	+$508K	0.02%	773
2022 Q4	$5.7M	Buy	+199,145	New	+$5.99M	0.02%	865

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

State of Wisconsin Investment Board's BAM Position: Q2 2026 in Review

State of Wisconsin Investment Board reduced its Brookfield Asset Management (BAM) stake by 20% in Q2 2026, selling an estimated $1.24M and leaving 102,982 shares worth $4.62M. The position accounts for 0.01% of the portfolio, ranked #1082.

State of Wisconsin Investment Board first reported a position in BAM in Q4 2022 and has held it in 7 quarters since. The position peaked at $15.2M in Q3 2023. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

State of Wisconsin Investment Board held 102,982 shares of Brookfield Asset Management worth $4.62M as of Q2 2026.
State of Wisconsin Investment Board sold 26,200 Brookfield Asset Management shares in Q2 2026, an estimated $1.24M.
Brookfield Asset Management made up 0.01% of State of Wisconsin Investment Board's portfolio in Q2 2026, its #1082 holding.
State of Wisconsin Investment Board first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 7 quarters since.
State of Wisconsin Investment Board's Brookfield Asset Management position peaked at $15.2M in Q3 2023.
619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q2 2026, filed 14 Aug 2026.