Voloridge Investment Management
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Voloridge Investment Management’s Brookfield Asset Management BAM Stock Holding History

Voloridge 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
Q1 		– Sell
-38,469
Closed -$2.02M – 1010
2025
Q4 		$2.02M Buy
+38,469
New +$2.07M 0.01% 912
2025
Q3 		– Sell
-110,405
Closed -$6.1M – 1180
2025
Q2 		$6.1M Sell
110,405
-48,113
-30% -$2.58M 0.02% 704
2025
Q1 		$7.68M Buy
+158,518
New +$8.64M 0.03% 652

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

Voloridge Investment Management's BAM Position: Q1 2026 in Review

Voloridge Investment Management sold out of Brookfield Asset Management (BAM) in Q1 2026, closing a stake of 38,469 shares — an estimated $2.02M sold.

Voloridge Investment Management first reported a position in BAM in Q1 2025 and held it in 3 quarters. The position peaked at $7.68M in Q1 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • Voloridge Investment Management reported no remaining Brookfield Asset Management position as of Q1 2026 after selling out during the quarter.
  • Voloridge Investment Management sold 38,469 Brookfield Asset Management shares in Q1 2026, an estimated $2.02M.
  • Voloridge Investment Management first reported a position in Brookfield Asset Management in Q1 2025 and held it in 3 quarters.
  • Voloridge Investment Management's Brookfield Asset Management position peaked at $7.68M in Q1 2025.
  • 625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Voloridge Investment Management's 13F filing for Q1 2026, filed 15 May 2026.