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

TD Waterhouse Canada’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 		$206M Buy
4,708,162
+3,238,527
+220% +$158M 0.61% 36
2025
Q4 		$76.9M Buy
1,469,635
+14,777
+1% +$794K 0.48% 47
2025
Q3 		$81.4M Sell
1,454,858
-31,228
-2% -$1.86M 0.53% 43
2025
Q2 		$81.5M Buy
1,486,086
+129,357
+10% +$6.94M 0.58% 41
2025
Q1 		$66.2M Buy
1,356,729
+53,076
+4% +$2.89M 0.54% 39
2024
Q4 		$70.4M Buy
1,303,653
+10,303
+0.8% +$556K 0.57% 42
2024
Q3 		$61.1M Buy
1,293,350
+74,337
+6% +$3.11M 0.5% 46
2024
Q2 		$45.9M Buy
1,219,013
+14,750
+1% +$580K 0.41% 48
2024
Q1 		$66.4M Buy
1,204,263
+118,382
+11% +$4.79M 0.5% 43
2023
Q4 		$55.2M Buy
1,085,881
+167,563
+18% +$5.66M 0.52% 41
2023
Q3 		$39.9M Buy
918,318
+185,589
+25% +$6.27M 0.42% 50
2023
Q2 		$31.5M Buy
732,729
+165,151
+29% +$5.31M 0.31% 60
2023
Q1 		$24.3M Sell
567,578
-277,777
-33% -$9.02M 0.25% 77
2022
Q4 		$32.4M Buy
+845,355
New +$25.4M 0.36% 53

Other funds holding BAM

BC
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Principal Financial Group
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Waterhouse Canada's BAM Position: Q1 2026 in Review

TD Waterhouse Canada increased its Brookfield Asset Management (BAM) stake by 220% in Q1 2026, buying an estimated $158M and bringing the position to 4,708,162 shares worth $206M. The position accounts for 0.61% of the portfolio, ranked #36.

TD Waterhouse Canada first reported a position in BAM in Q4 2022 and has held it in 14 quarters since. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • TD Waterhouse Canada held 4,708,162 shares of Brookfield Asset Management worth $206M as of Q1 2026.
  • TD Waterhouse Canada bought 3,238,527 Brookfield Asset Management shares in Q1 2026, an estimated $158M.
  • Brookfield Asset Management made up 0.61% of TD Waterhouse Canada's portfolio in Q1 2026, its #36 holding.
  • TD Waterhouse Canada first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 14 quarters since.
  • 625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.