Americana Partners’s Brookfield BN Stock Holding History

Americana Partners’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	$352K	Buy	8,274 +1,255	+18%	+$56.1K	0.01%	452
2026 Q1	$284K	Sell	7,019 -173	-2%	-$7.67K	0.01%	429
2025 Q4	$330K	Buy	+7,192	New	+$328K	0.01%	387
2020 Q2	–	Sell	-18,498	Closed	-$292K	–	96
2020 Q1	$292K	Buy	+18,498	New	+$381K	0.3%	73

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

Americana Partners's BN Position: Q2 2026 in Review

Americana Partners increased its Brookfield (BN) stake by 18% in Q2 2026, buying an estimated $56.1K and bringing the position to 8,274 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #452.

Americana Partners first reported a position in BN in Q1 2020 and has held it in 4 quarters since. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Americana Partners held 8,274 shares of Brookfield worth $352K as of Q2 2026.
Americana Partners bought 1,255 Brookfield shares in Q2 2026, an estimated $56.1K.
Brookfield made up 0.01% of Americana Partners's portfolio in Q2 2026, its #452 holding.
Americana Partners first reported a position in Brookfield in Q1 2020 and has held it in 4 quarters since.
944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.