55 North Private Wealth’s Brookfield BN Stock Holding History

55 North Private Wealth’s Portfolio BN Stock Details BN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$291K	Buy	6,842 +1,630	+31%	+$72.9K	0.06%	185
2026 Q1	$211K	Buy	+5,212	New	+$231K	0.05%	198

Other funds holding BN

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

55 North Private Wealth's BN Position: Q2 2026 in Review

55 North Private Wealth increased its Brookfield (BN) stake by 31% in Q2 2026, buying an estimated $72.9K and bringing the position to 6,842 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #185.

55 North Private Wealth first reported a position in BN in Q1 2026 and has held it in 2 quarters since. 939 funds tracked by Wall St. Rank hold BN as of Q2 2026.

55 North Private Wealth held 6,842 shares of Brookfield worth $291K as of Q2 2026.
55 North Private Wealth bought 1,630 Brookfield shares in Q2 2026, an estimated $72.9K.
Brookfield made up 0.06% of 55 North Private Wealth's portfolio in Q2 2026, its #185 holding.
55 North Private Wealth first reported a position in Brookfield in Q1 2026 and has held it in 2 quarters since.
939 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.