Zions Bancorporation, National Association’s Brookfield Asset Management BAM Stock Holding History

Zions Bancorporation, National Association’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	$38.9K	Buy	868 +52	+6%	+$2.46K	﹤0.01%	612
2026 Q1	$36.3K	Buy	816 +328	+67%	+$16K	﹤0.01%	603
2025 Q4	$25.6K	Buy	488 +345	+241%	+$18.5K	﹤0.01%	680
2025 Q3	$8.14K	Sell	143 -40	-22%	-$2.38K	﹤0.01%	699
2025 Q2	$10.1K	Sell	183 -1	-0.5%	-$54	﹤0.01%	694
2025 Q1	$8.91K	Buy	+184	New	+$10K	﹤0.01%	704

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

Zions Bancorporation, National Association's BAM Position: Q2 2026 in Review

Zions Bancorporation, National Association increased its Brookfield Asset Management (BAM) stake by 6.4% in Q2 2026, buying an estimated $2.46K and bringing the position to 868 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Zions Bancorporation, National Association first reported a position in BAM in Q1 2025 and has held it in 6 quarters since. 622 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Zions Bancorporation, National Association held 868 shares of Brookfield Asset Management worth $38.9K as of Q2 2026.
Zions Bancorporation, National Association bought 52 Brookfield Asset Management shares in Q2 2026, an estimated $2.46K.
Brookfield Asset Management made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #612 holding.
Zions Bancorporation, National Association first reported a position in Brookfield Asset Management in Q1 2025 and has held it in 6 quarters since.
622 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.