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
Q2 		$8.98M Buy
+200,133
New +$9.45M 0.04% 441
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 $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

Voloridge Investment Management's BAM Position: Q2 2026 in Review

Voloridge Investment Management opened a new position in Brookfield Asset Management (BAM) in Q2 2026: 200,133 shares worth $8.98M. The stake represents 0.04% of the portfolio and ranks #441 among its holdings. This is a return to the name: Voloridge Investment Management previously reported a position in BAM as recently as Q4 2025.

Voloridge Investment Management first reported a position in BAM in Q1 2025 and has held it in 4 quarters since. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Voloridge Investment Management held 200,133 shares of Brookfield Asset Management worth $8.98M as of Q2 2026.
  • Brookfield Asset Management was a new Voloridge Investment Management position in Q2 2026.
  • Brookfield Asset Management made up 0.04% of Voloridge Investment Management's portfolio in Q2 2026, its #441 holding.
  • Voloridge Investment Management first reported a position in Brookfield Asset Management in Q1 2025 and has held it in 4 quarters since.
  • 624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.