Vanguard Personalized Indexing Management’s Brookfield Asset Management BAM Stock Holding History

Vanguard Personalized Indexing 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 Q2	$1.53M	Buy	34,163 +3,179	+10%	+$150K	0.01%	766
2026 Q1	$1.38M	Sell	30,984 -3,295	-10%	-$161K	0.01%	775
2025 Q4	$1.8M	Sell	34,279 -411	-1%	-$22.1K	0.02%	650
2025 Q3	$1.98M	Buy	34,690 +1,328	+4%	+$79K	0.02%	596
2025 Q2	$1.85M	Buy	33,362 +6,219	+23%	+$334K	0.02%	594
2025 Q1	$1.32M	Buy	27,143 +5,259	+24%	+$287K	0.02%	658
2024 Q4	$1.19M	Buy	21,884 +56	+0.3%	+$3.02K	0.02%	701
2024 Q3	$1.03M	Buy	21,828 +3,801	+21%	+$159K	0.02%	753
2024 Q2	$661K	Buy	18,027 +3,489	+24%	+$137K	0.01%	892
2024 Q1	$611K	Buy	14,538 +1,011	+7%	+$40.9K	0.01%	905
2023 Q4	$543K	Buy	13,527 +2,698	+25%	+$91.2K	0.01%	951
2023 Q3	$361K	Buy	10,829 +1,872	+21%	+$63.2K	0.01%	1044
2023 Q2	$292K	Buy	+8,957	New	+$288K	0.01%	1146

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

Vanguard Personalized Indexing Management's BAM Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Brookfield Asset Management (BAM) stake by 10% in Q2 2026, buying an estimated $150K and bringing the position to 34,163 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #766.

Vanguard Personalized Indexing Management first reported a position in BAM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.98M in Q3 2025. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Vanguard Personalized Indexing Management held 34,163 shares of Brookfield Asset Management worth $1.53M as of Q2 2026.
Vanguard Personalized Indexing Management bought 3,179 Brookfield Asset Management shares in Q2 2026, an estimated $150K.
Brookfield Asset Management made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #766 holding.
Vanguard Personalized Indexing Management first reported a position in Brookfield Asset Management in Q2 2023 and has held it in 13 quarters since.
Vanguard Personalized Indexing Management's Brookfield Asset Management position peaked at $1.98M in Q3 2025.
620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.