AIA Group’s Brookfield BN Stock Holding History

AIA Group’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 Q1	$2.04M	Sell	50,425 -21,875	-30%	-$969K	0.03%	217
2025 Q4	$3.32M	Sell	72,300 -35,352	-33%	-$1.61M	0.05%	189
2025 Q3	$4.92M	Buy	+107,652	New	+$4.77M	0.09%	144
2023 Q1	–	Sell	-21,146	Closed	-$443K	–	398
2022 Q4	$443K	Sell	21,146 -15,899	-43%	-$356K	0.03%	238
2022 Q3	$816K	Buy	37,045 +10,435	+39%	+$270K	0.05%	146
2022 Q2	$638K	Buy	26,610 +3,698	+16%	+$98.8K	0.03%	203
2022 Q1	$699K	Buy	22,912 +14,238	+164%	+$426K	0.03%	202
2021 Q4	$282K	Buy	+8,674	New	+$274K	0.01%	255

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

AIA Group's BN Position: Q1 2026 in Review

AIA Group reduced its Brookfield (BN) stake by 30% in Q1 2026, selling an estimated $969K and leaving 50,425 shares worth $2.04M. The position accounts for 0.03% of the portfolio, ranked #217.

AIA Group first reported a position in BN in Q4 2021 and has held it in 8 quarters since. The position peaked at $4.92M in Q3 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

AIA Group held 50,425 shares of Brookfield worth $2.04M as of Q1 2026.
AIA Group sold 21,875 Brookfield shares in Q1 2026, an estimated $969K.
Brookfield made up 0.03% of AIA Group's portfolio in Q1 2026, its #217 holding.
AIA Group first reported a position in Brookfield in Q4 2021 and has held it in 8 quarters since.
AIA Group's Brookfield position peaked at $4.92M in Q3 2025.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on AIA Group's 13F filing for Q1 2026, filed 6 May 2026.