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Sumitomo Mitsui DS Asset Management’s Brookfield Asset Management BAM Stock Holding History

Sumitomo Mitsui DS Asset Management’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 		$10.5M Buy
+233,029
New +$11M 0.07% 210

Other funds holding BAM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's BAM Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management opened a new position in Brookfield Asset Management (BAM) in Q2 2026: 233,029 shares worth $10.5M. The stake represents 0.07% of the portfolio and ranks #210 among its holdings.

102 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Sumitomo Mitsui DS Asset Management held 233,029 shares of Brookfield Asset Management worth $10.5M as of Q2 2026.
  • Brookfield Asset Management was a new Sumitomo Mitsui DS Asset Management position in Q2 2026.
  • Brookfield Asset Management made up 0.07% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #210 holding.
  • 102 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.