Zurich Cantonal Bank
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Zurich Cantonal Bank’s Brookfield Asset Management BAM Stock Holding History

Zurich Cantonal Bank’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 		$4.4M Sell
98,068
-8,487
-8% -$401K 0.01% 745
2026
Q1 		$4.72M Buy
106,555
+2,652
+3% +$130K 0.01% 680
2025
Q4 		$5.45M Sell
103,903
-26,710
-20% -$1.44M 0.01% 615
2025
Q3 		$7.43M Buy
130,613
+2,968
+2% +$177K 0.02% 519
2025
Q2 		$7.05M Buy
127,645
+525
+0.4% +$28.2K 0.02% 521
2025
Q1 		$6.15M Sell
127,120
-9,087
-7% -$495K 0.02% 541
2024
Q4 		$7.38M Sell
136,207
-11,795
-8% -$637K 0.02% 503
2024
Q3 		$7M Sell
148,002
-3,590
-2% -$150K 0.02% 501
2024
Q2 		$5.77M Sell
151,592
-135,141
-47% -$5.31M 0.02% 518
2024
Q1 		$12.1M Buy
286,733
+222,813
+349% +$9.01M 0.04% 362
2023
Q4 		$2.58M Buy
63,920
+1,842
+3% +$62.3K 0.01% 673
2023
Q3 		$2.08M Buy
62,078
+4,526
+8% +$153K 0.01% 694
2023
Q2 		$1.88M Sell
57,552
-66,417
-54% -$2.14M 0.01% 722
2023
Q1 		$4.06M Buy
123,969
+11,553
+10% +$375K 0.02% 544
2022
Q4 		$3.22M Buy
+112,416
New +$3.38M 0.02% 568

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

Zurich Cantonal Bank's BAM Position: Q2 2026 in Review

Zurich Cantonal Bank reduced its Brookfield Asset Management (BAM) stake by 8% in Q2 2026, selling an estimated $401K and leaving 98,068 shares worth $4.4M. The position accounts for 0.01% of the portfolio, ranked #745.

Zurich Cantonal Bank first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.1M in Q1 2024. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Zurich Cantonal Bank held 98,068 shares of Brookfield Asset Management worth $4.4M as of Q2 2026.
  • Zurich Cantonal Bank sold 8,487 Brookfield Asset Management shares in Q2 2026, an estimated $401K.
  • Brookfield Asset Management made up 0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #745 holding.
  • Zurich Cantonal Bank first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • Zurich Cantonal Bank's Brookfield Asset Management position peaked at $12.1M in Q1 2024.
  • 619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.