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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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 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. 102 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.
  • 102 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.