AIM
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Anchor Investment Management’s Brookfield BN Stock Holding History

Anchor 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 		$402K Sell
9,945
-3,079
-24% -$136K 0.03% 290
2025
Q4 		$598K Sell
13,024
-55
-0.4% -$2.51K 0.05% 254
2025
Q3 		$598K Hold
13,079
– – 0.05% 247
2025
Q2 		$539K Sell
13,079
-675
-5% -$25K 0.05% 250
2025
Q1 		$481K Hold
13,754
– – 0.04% 259
2024
Q4 		$527K Hold
13,754
– – 0.05% 249
2024
Q3 		$487K Sell
13,754
-450
-3% -$14.2K 0.05% 265
2024
Q2 		$393K Sell
14,204
-1,480
-9% -$41.2K 0.04% 266
2024
Q1 		$438K Sell
15,684
-468
-3% -$12.6K 0.05% 261
2023
Q4 		$432K Sell
16,152
-225
-1% -$5.11K 0.05% 256
2023
Q3 		$341K Buy
16,377
+562
+4% +$12.7K 0.04% 277
2023
Q2 		$355K Sell
15,815
-8,769
-36% -$186K 0.05% 271
2023
Q1 		$534K Sell
24,584
-177
-0.7% -$3.99K 0.07% 223
2022
Q4 		$519K Sell
24,761
-7,525
-23% -$169K 0.07% 225
2022
Q3 		$711K Sell
32,286
-927
-3% -$24K 0.11% 178
2022
Q2 		$796K Sell
33,213
-563
-2% -$15K 0.12% 171
2022
Q1 		$1.03M Hold
33,776
– – 0.13% 163
2021
Q4 		$1.1M Sell
33,776
-1,458
-4% -$46.1K 0.14% 162
2021
Q3 		$1.02M Sell
35,234
-2,416
-6% -$70.5K 0.14% 160
2021
Q2 		$1.03M Sell
37,650
-179
-0.5% -$4.58K 0.14% 156
2021
Q1 		$901K Buy
37,829
+12,552
+50% +$280K 0.14% 158
2020
Q4 		$558K Buy
25,277
+540
+2% +$10.8K 0.1% 175
2020
Q3 		$438K Sell
24,737
-405
-2% -$7.24K 0.09% 174
2020
Q2 		$443K Sell
25,142
-1,582
-6% -$27.8K 0.1% 167
2020
Q1 		$422K Sell
26,724
-566
-2% -$11.6K 0.11% 166
2019
Q4 		$563K Hold
27,290
– – 0.12% 165
2019
Q3 		$517K Sell
27,290
-432
-2% -$7.82K 0.12% 165
2019
Q2 		$473K Hold
27,722
– – 0.11% 175
2019
Q1 		$461K Sell
27,722
-1,166
-4% -$18.2K 0.12% 177
2018
Q4 		$395K Sell
28,888
-210
-0.7% -$3.13K 0.11% 182
2018
Q3 		$462K Sell
29,098
-1,572
-5% -$23.9K 0.11% 195
2018
Q2 		$444K Buy
30,670
+981
+3% +$14K 0.11% 196
2018
Q1 		$413K Sell
29,689
-1,898
-6% -$27.5K 0.11% 201
2017
Q4 		$491K Sell
31,587
-106
-0.3% -$1.6K 0.13% 173
2017
Q3 		$467K Buy
31,693
+1,401
+5% +$19.7K 0.14% 161
2017
Q2 		$424K Hold
30,292
– – 0.14% 157
2017
Q1 		$394K Sell
30,292
-210
-0.7% -$2.66K 0.14% 155
2016
Q4 		$359K Sell
30,502
-342
-1% -$4.17K 0.13% 156
2016
Q3 		$387K Hold
30,844
– – 0.15% 151
2016
Q2 		$364K Sell
30,844
-494
-2% -$5.91K 0.14% 159
2016
Q1 		$383K Buy
+31,338
New +$338K 0.16% 147

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Anchor Investment Management reduced its Brookfield (BN) stake by 24% in Q1 2026, selling an estimated $136K and leaving 9,945 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #290.

Anchor Investment Management first reported a position in BN in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.1M in Q4 2021. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Anchor Investment Management held 9,945 shares of Brookfield worth $402K as of Q1 2026.
  • Anchor Investment Management sold 3,079 Brookfield shares in Q1 2026, an estimated $136K.
  • Brookfield made up 0.03% of Anchor Investment Management's portfolio in Q1 2026, its #290 holding.
  • Anchor Investment Management first reported a position in Brookfield in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Brookfield position peaked at $1.1M in Q4 2021.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.