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 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 $74.2B AUM 0.68% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Susquehanna Advisors Group's BAM Position: Q1 2026 in Review

Susquehanna Advisors Group sold out of Brookfield Asset Management (BAM) in Q1 2026, closing a stake of 40,300 shares — an estimated $2.11M sold.

Susquehanna Advisors Group first reported a position in BAM in Q1 2025 and held it in 3 quarters. The position peaked at $7.78M in Q1 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Susquehanna Advisors Group reported no remaining Brookfield Asset Management position as of Q1 2026 after selling out during the quarter.
Susquehanna Advisors Group sold 40,300 Brookfield Asset Management shares in Q1 2026, an estimated $2.11M.
Susquehanna Advisors Group first reported a position in Brookfield Asset Management in Q1 2025 and held it in 3 quarters.
Susquehanna Advisors Group's Brookfield Asset Management position peaked at $7.78M in Q1 2025.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Susquehanna Advisors Group's 13F filing for Q1 2026, filed 15 May 2026.