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Ancora Advisors’s Brookfield BN Stock Holding History

Ancora Advisors’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 		$2.72M Buy
67,329
+957
+1% +$42.4K 0.06% 249
2025
Q4 		$3.05M Sell
66,372
-446
-0.7% -$20.3K 0.06% 235
2025
Q3 		$3.05M Sell
66,818
-1,425
-2% -$63.1K 0.06% 234
2025
Q2 		$2.81M Sell
68,243
-313
-0.5% -$11.6K 0.06% 241
2025
Q1 		$2.4M Sell
68,556
-83
-0.1% -$3.14K 0.05% 254
2024
Q4 		$2.63M Sell
68,639
-300
-0.4% -$11.3K 0.06% 242
2024
Q3 		$2.44M Hold
68,939
– – 0.06% 248
2024
Q2 		$1.91M Buy
68,939
+290
+0.4% +$8.08K 0.05% 274
2024
Q1 		$1.92M Buy
68,649
+1,875
+3% +$50.6K 0.04% 279
2023
Q4 		$1.79M Sell
66,774
-3,302
-5% -$75K 0.04% 284
2023
Q3 		$1.46M Buy
70,076
+2,097
+3% +$47.2K 0.04% 300
2023
Q2 		$1.52M Buy
67,979
+1,577
+2% +$33.4K 0.04% 286
2023
Q1 		$1.44M Buy
66,402
+1,642
+3% +$37K 0.04% 292
2022
Q4 		$1.36M Sell
64,760
-12,885
-17% -$289K 0.04% 305
2022
Q3 		$1.71M Buy
77,645
+2,815
+4% +$72.9K 0.05% 266
2022
Q2 		$1.79M Buy
74,830
+7,049
+10% +$188K 0.05% 277
2022
Q1 		$2.07M Sell
67,781
-2,168
-3% -$64.8K 0.05% 272
2021
Q4 		$2.28M Buy
69,949
+2,398
+4% +$75.9K 0.05% 263
2021
Q3 		$1.95M Buy
67,551
+1,568
+2% +$45.8K 0.05% 277
2021
Q2 		$1.81M Sell
65,983
-5,647
-8% -$145K 0.05% 290
2021
Q1 		$1.71M Sell
71,630
-686
-0.9% -$15.3K 0.05% 284
2020
Q4 		$1.6M Sell
72,316
-13,448
-16% -$269K 0.05% 284
2020
Q3 		$1.52M Hold
85,764
– – 0.06% 266
2020
Q2 		$1.51M Buy
85,764
+824
+1% +$14.5K 0.06% 257
2020
Q1 		$1.34M Buy
84,940
+5,805
+7% +$119K 0.06% 276
2019
Q4 		$1.63M Sell
79,135
-93,937
-54% -$1.87M 0.06% 287
2019
Q3 		$3.28M Buy
173,072
+95,204
+122% +$1.72M 0.14% 175
2019
Q2 		$1.33M Sell
77,868
-2,733
-3% -$46.2K 0.06% 252
2019
Q1 		$1.34M Buy
80,601
+1,471
+2% +$22.9K 0.06% 264
2018
Q4 		$1.08M Sell
79,130
-1,611
-2% -$24K 0.05% 275
2018
Q3 		$1.28M Sell
80,741
-15,272
-16% -$232K 0.05% 313
2018
Q2 		$1.39M Buy
96,013
+9,989
+12% +$143K 0.06% 281
2018
Q1 		$1.2M Buy
86,024
+2,870
+3% +$41.5K 0.05% 302
2017
Q4 		$1.29M Buy
83,154
+2,592
+3% +$39.2K 0.07% 265
2017
Q3 		$1.19M Sell
80,562
-4,378
-5% -$61.4K 0.07% 284
2017
Q2 		$1.19M Buy
84,940
+735
+0.9% +$9.89K 0.08% 276
2017
Q1 		$1.09M Sell
84,205
-1,259
-1% -$16K 0.07% 280
2016
Q4 		$1.01M Buy
+85,464
New +$1.04M 0.07% 290

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

Ancora Advisors's BN Position: Q1 2026 in Review

Ancora Advisors increased its Brookfield (BN) stake by 1.4% in Q1 2026, buying an estimated $42.4K and bringing the position to 67,329 shares worth $2.72M. The position accounts for 0.06% of the portfolio, ranked #249.

Ancora Advisors first reported a position in BN in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.28M in Q3 2019. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Ancora Advisors held 67,329 shares of Brookfield worth $2.72M as of Q1 2026.
  • Ancora Advisors bought 957 Brookfield shares in Q1 2026, an estimated $42.4K.
  • Brookfield made up 0.06% of Ancora Advisors's portfolio in Q1 2026, its #249 holding.
  • Ancora Advisors first reported a position in Brookfield in Q4 2016 and has held it in 38 quarters since.
  • Ancora Advisors's Brookfield position peaked at $3.28M in Q3 2019.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.