Towarzystwo Funduszy Inwestycyjnych PZU SA’s Brookfield Asset Management BAM Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$3.4K	Hold	76	–	–	﹤0.01%	675
2026 Q1	$3.37K	Hold	76	–	–	﹤0.01%	671
2025 Q4	$3.99K	Hold	76	–	–	﹤0.01%	668
2025 Q3	$4.33K	Hold	76	–	–	﹤0.01%	642
2025 Q2	$4.19K	Hold	76	–	–	﹤0.01%	639
2025 Q1	$3.69K	Hold	76	–	–	﹤0.01%	639
2024 Q4	$4.12K	Hold	76	–	–	﹤0.01%	612
2024 Q3	$3.6K	Hold	76	–	–	﹤0.01%	569
2024 Q2	$2.89K	Hold	76	–	–	﹤0.01%	550
2024 Q1	$3.19K	Hold	76	–	–	﹤0.01%	556
2023 Q4	$3.05K	Buy	+76	New	+$2.57K	﹤0.01%	543

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

Towarzystwo Funduszy Inwestycyjnych PZU SA's BAM Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 76 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in BAM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.33K in Q3 2025. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 76 shares of Brookfield Asset Management worth $3.4K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA left its Brookfield Asset Management share count unchanged in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #675 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Brookfield Asset Management in Q4 2023 and has held it in 11 quarters since.
Towarzystwo Funduszy Inwestycyjnych PZU SA's Brookfield Asset Management position peaked at $4.33K in Q3 2025.
619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.