TPCW
BAM icon

TD Private Client Wealth’s Brookfield Asset Management BAM Stock Holding History

TD Private Client Wealth’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 		$8.74K Sell
195
-355
-65% -$16.8K ﹤0.01% 1144
2026
Q1 		$24.4K Sell
550
-570
-51% -$27.8K ﹤0.01% 976
2025
Q4 		$58.8K Buy
1,120
+288
+35% +$15.5K ﹤0.01% 853
2025
Q3 		$47.4K Buy
832
+764
+1,124% +$45.4K ﹤0.01% 866
2025
Q2 		$3.76K Buy
+68
New +$3.65K ﹤0.01% 1144

Other funds holding BAM

BC
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TD Private Client Wealth's BAM Position: Q2 2026 in Review

TD Private Client Wealth reduced its Brookfield Asset Management (BAM) stake by 65% in Q2 2026, selling an estimated $16.8K and leaving 195 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

TD Private Client Wealth first reported a position in BAM in Q2 2025 and has held it in 5 quarters since. The position peaked at $58.8K in Q4 2025. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • TD Private Client Wealth held 195 shares of Brookfield Asset Management worth $8.74K as of Q2 2026.
  • TD Private Client Wealth sold 355 Brookfield Asset Management shares in Q2 2026, an estimated $16.8K.
  • Brookfield Asset Management made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1144 holding.
  • TD Private Client Wealth first reported a position in Brookfield Asset Management in Q2 2025 and has held it in 5 quarters since.
  • TD Private Client Wealth's Brookfield Asset Management position peaked at $58.8K in Q4 2025.
  • 620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.