Susquehanna Advisors Group’s Brookfield Asset Management BAM Stock Holding History

Susquehanna Advisors Group’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	$3.24M	Buy	+72,337	New	+$3.42M	0.06%	66
2026 Q1	–	Sell	-40,300	Closed	-$2.11M	–	136
2025 Q4	$2.11M	Hold	40,300	–	–	0.04%	94
2025 Q3	$2.29M	Buy	+40,300	New	+$2.4M	0.04%	92
2025 Q2	–	Sell	-160,637	Closed	-$7.78M	–	151
2025 Q1	$7.78M	Buy	+160,637	New	+$8.76M	0.32%	31

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

Susquehanna Advisors Group's BAM Position: Q2 2026 in Review

Susquehanna Advisors Group opened a new position in Brookfield Asset Management (BAM) in Q2 2026: 72,337 shares worth $3.24M. The stake represents 0.06% of the portfolio and ranks #66 among its holdings. This is a return to the name: Susquehanna Advisors Group previously reported a position in BAM as recently as Q4 2025.

Susquehanna Advisors Group first reported a position in BAM in Q1 2025 and has held it in 4 quarters since. The position peaked at $7.78M in Q1 2025. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Susquehanna Advisors Group held 72,337 shares of Brookfield Asset Management worth $3.24M as of Q2 2026.
Brookfield Asset Management was a new Susquehanna Advisors Group position in Q2 2026.
Brookfield Asset Management made up 0.06% of Susquehanna Advisors Group's portfolio in Q2 2026, its #66 holding.
Susquehanna Advisors Group first reported a position in Brookfield Asset Management in Q1 2025 and has held it in 4 quarters since.
Susquehanna Advisors Group's Brookfield Asset Management position peaked at $7.78M in Q1 2025.
621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Susquehanna Advisors Group's 13F filing for Q2 2026, filed 14 Aug 2026.