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

VOYA 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	$854K	Sell	19,202 -1,303	-6%	-$63.6K	﹤0.01%	1506
2025 Q4	$1.07M	Buy	20,505 +1,824	+10%	+$98.1K	﹤0.01%	1456
2025 Q3	$1.06M	Sell	18,681 -1,007	-5%	-$59.9K	﹤0.01%	1455
2025 Q2	$1.09M	Buy	+19,688	New	+$1.06M	﹤0.01%	1541
2024 Q2	–	Sell	-103,732	Closed	-$4.36M	–	2832
2024 Q1	$4.36M	Buy	103,732 +89,654	+637%	+$3.62M	﹤0.01%	1061
2023 Q4	$568K	Sell	14,078 -1,255	-8%	-$42.4K	﹤0.01%	2007
2023 Q3	$513K	Sell	15,333 -2,093	-12%	-$70.7K	﹤0.01%	2024
2023 Q2	$569K	Sell	17,426 -1,982	-10%	-$63.7K	﹤0.01%	2010
2023 Q1	$635K	Buy	+19,408	New	+$630K	﹤0.01%	1905

Other funds holding BAM

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VOYA Investment Management reduced its Brookfield Asset Management (BAM) stake by 6.4% in Q1 2026, selling an estimated $63.6K and leaving 19,202 shares worth $854K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

VOYA Investment Management first reported a position in BAM in Q1 2023 and has held it in 9 quarters since. The position peaked at $4.36M in Q1 2024. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

VOYA Investment Management held 19,202 shares of Brookfield Asset Management worth $854K as of Q1 2026.
VOYA Investment Management sold 1,303 Brookfield Asset Management shares in Q1 2026, an estimated $63.6K.
Brookfield Asset Management made up ﹤0.01% of VOYA Investment Management's portfolio in Q1 2026, its #1506 holding.
VOYA Investment Management first reported a position in Brookfield Asset Management in Q1 2023 and has held it in 9 quarters since.
VOYA Investment Management's Brookfield Asset Management position peaked at $4.36M in Q1 2024.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on VOYA Investment Management's 13F filing for Q1 2026, filed 12 May 2026.