Yousif Capital Management’s Brookfield Asset Management BAM Stock Holding History

Yousif Capital 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	$242K	Sell	5,386 -5,830	-52%	-$275K	﹤0.01%	1569
2026 Q1	$499K	Buy	11,216 +122	+1%	+$5.96K	0.01%	1391
2025 Q4	$560K	Buy	11,094 +84	+0.8%	+$4.52K	0.01%	1362
2025 Q3	$627K	Buy	11,010 +226	+2%	+$13.4K	0.01%	1333
2025 Q2	$596K	Buy	10,784 +4,533	+73%	+$243K	0.01%	1378
2025 Q1	$303K	Hold	6,251	–	–	﹤0.01%	1647
2024 Q4	$339K	Hold	6,251	–	–	﹤0.01%	1637
2024 Q3	$296K	Sell	6,251 -239	-4%	-$10K	﹤0.01%	1729
2024 Q2	$247K	Sell	6,490 -420	-6%	-$16.5K	﹤0.01%	1768
2024 Q1	$290K	Hold	6,910	–	–	﹤0.01%	1756
2023 Q4	$278K	Hold	6,910	–	–	﹤0.01%	1780
2023 Q3	$230K	Hold	6,910	–	–	﹤0.01%	1802
2023 Q2	$225K	Hold	6,910	–	–	﹤0.01%	1811
2023 Q1	$226K	Buy	+6,910	New	+$224K	﹤0.01%	1800

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

Yousif Capital Management's BAM Position: Q2 2026 in Review

Yousif Capital Management reduced its Brookfield Asset Management (BAM) stake by 52% in Q2 2026, selling an estimated $275K and leaving 5,386 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Yousif Capital Management first reported a position in BAM in Q1 2023 and has held it in 14 quarters since. The position peaked at $627K in Q3 2025. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Yousif Capital Management held 5,386 shares of Brookfield Asset Management worth $242K as of Q2 2026.
Yousif Capital Management sold 5,830 Brookfield Asset Management shares in Q2 2026, an estimated $275K.
Brookfield Asset Management made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1569 holding.
Yousif Capital Management first reported a position in Brookfield Asset Management in Q1 2023 and has held it in 14 quarters since.
Yousif Capital Management's Brookfield Asset Management position peaked at $627K in Q3 2025.
624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.