Aigen Investment Management’s Brookfield BN Stock Holding History

Aigen Investment Management’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	$667K	Buy	14,115 +10,849	+332%	+$481K	0.17%	160
2025 Q4	$206K	Sell	3,266 -7,929	-71%	-$362K	0.05%	474
2025 Q3	$713K	Buy	+11,195	New	+$496K	0.11%	287
2025 Q1	–	Sell	-32,108	Closed	-$1.23M	–	771
2024 Q4	$1.23M	Buy	+32,108	New	+$1.21M	0.22%	136
2024 Q2	–	Sell	-43,922	Closed	-$1.23M	–	786
2024 Q1	$1.23M	Buy	+43,922	New	+$1.18M	0.27%	104
2023 Q2	–	Sell	-298,236	Closed	-$6.48M	–	754
2023 Q1	$6.48M	Buy	298,236 +185,956	+166%	+$4.19M	0.89%	18
2022 Q4	$2.35M	Buy	112,280 +88,864	+380%	+$1.99M	0.33%	82
2022 Q3	$516K	Buy	+23,416	New	+$606K	0.07%	306
2022 Q2	–	Sell	-22,977	Closed	-$700K	–	539
2022 Q1	$700K	Sell	22,977 -18,570	-45%	-$555K	0.12%	224
2021 Q4	$1.3M	Buy	+41,547	New	+$1.31M	0.08%	335
2021 Q2	–	Sell	-25,324	Closed	-$603K	–	483
2021 Q1	$603K	Buy	+25,324	New	+$565K	0.08%	262
2020 Q2	–	Sell	-219,513	Closed	-$3.47M	–	848
2020 Q1	$3.47M	Buy	219,513 +113,494	+107%	+$2.34M	0.46%	24
2019 Q4	$2.19M	Buy	+106,019	New	+$2.11M	0.36%	55

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

Aigen Investment Management's BN Position: Q1 2026 in Review

Aigen Investment Management increased its Brookfield (BN) stake by 332% in Q1 2026, buying an estimated $481K and bringing the position to 14,115 shares worth $667K. The position accounts for 0.17% of the portfolio, ranked #160.

Aigen Investment Management first reported a position in BN in Q4 2019 and has held it in 13 quarters since. The position peaked at $6.48M in Q1 2023. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Aigen Investment Management held 14,115 shares of Brookfield worth $667K as of Q1 2026.
Aigen Investment Management bought 10,849 Brookfield shares in Q1 2026, an estimated $481K.
Brookfield made up 0.17% of Aigen Investment Management's portfolio in Q1 2026, its #160 holding.
Aigen Investment Management first reported a position in Brookfield in Q4 2019 and has held it in 13 quarters since.
Aigen Investment Management's Brookfield position peaked at $6.48M in Q1 2023.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.