TD Asset Management’s Brookfield Asset Management BAM Stock Holding History

TD 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 Q1	$594M	Sell	13,404,643 -2,364,423	-15%	-$115M	0.48%	43
2025 Q4	$827M	Buy	15,769,066 +315,036	+2%	+$16.9M	0.67%	32
2025 Q3	$880M	Sell	15,454,030 -135,354	-0.9%	-$8.05M	0.71%	29
2025 Q2	$861M	Buy	15,589,384 +250,068	+2%	+$13.4M	0.74%	30
2025 Q1	$742M	Sell	15,339,316 -1,325,110	-8%	-$72.2M	0.68%	31
2024 Q4	$903M	Buy	16,664,426 +1,359,126	+9%	+$73.4M	0.8%	28
2024 Q3	$724M	Buy	15,305,300 +1,752,564	+13%	+$73.4M	0.64%	29
2024 Q2	$516M	Buy	13,552,736 +1,066,015	+9%	+$41.9M	0.48%	43
2024 Q1	$525M	Buy	12,486,721 +988,538	+9%	+$40M	0.49%	43
2023 Q4	$464M	Buy	11,498,183 +2,595,793	+29%	+$87.7M	0.46%	45
2023 Q3	$298M	Buy	8,902,390 +477,431	+6%	+$16.1M	0.36%	58
2023 Q2	$275M	Buy	8,424,959 +71,194	+0.9%	+$2.29M	0.31%	61
2023 Q1	$273M	Buy	8,353,765 +1,345,711	+19%	+$43.7M	0.33%	63
2022 Q4	$201M	Buy	+7,008,054	New	+$211M	0.25%	83

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TD Asset Management's BAM Position: Q1 2026 in Review

TD Asset Management reduced its Brookfield Asset Management (BAM) stake by 15% in Q1 2026, selling an estimated $115M and leaving 13,404,643 shares worth $594M. The position accounts for 0.48% of the portfolio, ranked #43.

TD Asset Management first reported a position in BAM in Q4 2022 and has held it in 14 quarters since. The position peaked at $903M in Q4 2024. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

TD Asset Management held 13,404,643 shares of Brookfield Asset Management worth $594M as of Q1 2026.
TD Asset Management sold 2,364,423 Brookfield Asset Management shares in Q1 2026, an estimated $115M.
Brookfield Asset Management made up 0.48% of TD Asset Management's portfolio in Q1 2026, its #43 holding.
TD Asset Management first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 14 quarters since.
TD Asset Management's Brookfield Asset Management position peaked at $903M in Q4 2024.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on TD Asset Management's 13F filing for Q1 2026, filed 11 May 2026.