Jefferies Group's BAM Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 436,978 shares of Brookfield Asset Management Ltd. (BAM) worth $22.89 M, representing 0.12% of the portfolio. First purchased in 2023-Q2, this short-term holding has been held for 8 quarters.
Based on 13F filings, Jefferies Group has maintained this position in BAM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 436,978 shares. Largest reduction occurred in Q1 2024, reducing 225,000 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Brookfield Asset Management (BAM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Brookfield Asset Management (BAM) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +450,124 | New Buy | 450,124 | $32.63 |
| Q3 2023 | +100 | Add 0.02% | 450,224 | $33.34 |
| Q4 2023 | -224 | Reduce 0.05% | 450,000 | $40.17 |
| Q1 2024 | -225,000 | Reduce 50.00% | 225,000 | $42.02 |
| Q2 2024 | -225,000 | Sold Out | 0 | $0.00 |
| Q1 2025 | +63,795 | New Buy | 63,795 | $48.45 |
| Q2 2025 | -63,795 | Sold Out | 0 | $0.00 |
| Q4 2025 | +436,978 | New Buy | 436,978 | $52.39 |
Jefferies Group's Brookfield Asset Management Investment FAQs
Jefferies Group first purchased Brookfield Asset Management Ltd. (BAM) in Q2 2023, acquiring 450,124 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Brookfield Asset Management Ltd. (BAM) for 8 quarters since Q2 2023.
Jefferies Group's largest addition to Brookfield Asset Management Ltd. (BAM) was in Q2 2023, adding 450,124 shares worth $14.69 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 436,978 shares of Brookfield Asset Management Ltd. (BAM), valued at approximately $22.89 M.
As of the Q4 2025 filing, Brookfield Asset Management Ltd. (BAM) represents approximately 0.12% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Brookfield Asset Management Ltd. (BAM) was 450,224 shares, as reported at the end of Q3 2023.