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Vaughan Nelson Investment Management’s Brookfield Asset Management BAM Stock Holding History

Vaughan Nelson Investment 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 		$9.75M Buy
+217,310
New +$10.3M 0.09% 151

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

Vaughan Nelson Investment Management's BAM Position: Q2 2026 in Review

Vaughan Nelson Investment Management opened a new position in Brookfield Asset Management (BAM) in Q2 2026: 217,310 shares worth $9.75M. The stake represents 0.09% of the portfolio and ranks #151 among its holdings.

624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Vaughan Nelson Investment Management held 217,310 shares of Brookfield Asset Management worth $9.75M as of Q2 2026.
  • Brookfield Asset Management was a new Vaughan Nelson Investment Management position in Q2 2026.
  • Brookfield Asset Management made up 0.09% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #151 holding.
  • 624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.