Vanguard Capital Management
BAM icon

Vanguard Capital Management’s Brookfield Asset Management BAM Stock Holding History

Vanguard Capital 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
Q3 		$509M Sell
11,407,927
-197,002
-2% -$9.6M 0.01% 678
2026
Q2 		$521M Buy
11,604,929
+38,169
+0.3% +$1.8M 0.01% 693
2026
Q1 		$514M Buy
+11,566,760
New +$565M 0.01% 661

Other funds holding BAM

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management's BAM Position: Q3 2026 in Review

Vanguard Capital Management reduced its Brookfield Asset Management (BAM) stake by 1.7% in Q3 2026, selling an estimated $9.6M and leaving 11,407,927 shares worth $509M. The position accounts for 0.01% of the portfolio, ranked #678.

Vanguard Capital Management first reported a position in BAM in Q1 2026 and has held it in 3 quarters since. The position peaked at $521M in Q2 2026. 522 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

  • Vanguard Capital Management held 11,407,927 shares of Brookfield Asset Management worth $509M as of Q3 2026.
  • Vanguard Capital Management sold 197,002 Brookfield Asset Management shares in Q3 2026, an estimated $9.6M.
  • Brookfield Asset Management made up 0.01% of Vanguard Capital Management's portfolio in Q3 2026, its #678 holding.
  • Vanguard Capital Management first reported a position in Brookfield Asset Management in Q1 2026 and has held it in 3 quarters since.
  • Vanguard Capital Management's Brookfield Asset Management position peaked at $521M in Q2 2026.
  • 522 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Vanguard Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.