Atomi Financial Group’s Brookfield BN Stock Holding History

Atomi Financial 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	$1.09M	Sell	27,036 -3,425	-11%	-$152K	0.03%	410
2025 Q4	$1.4M	Buy	30,461 +2,504	+9%	+$114K	0.04%	315
2025 Q3	$1.28M	Buy	27,957 +2,796	+11%	+$124K	0.04%	307
2025 Q2	$1.04M	Buy	25,161 +4,923	+24%	+$182K	0.04%	329
2025 Q1	$707K	Sell	20,238 -761	-4%	-$28.8K	0.03%	402
2024 Q4	$804K	Buy	20,999 +2,813	+15%	+$106K	0.04%	320
2024 Q3	$644K	Buy	18,186 +4,507	+33%	+$142K	0.04%	362
2024 Q2	$379K	Buy	13,679 +3,000	+28%	+$83.6K	0.03%	491
2024 Q1	$298K	Buy	+10,679	New	+$288K	0.03%	541

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

Atomi Financial Group's BN Position: Q1 2026 in Review

Atomi Financial Group reduced its Brookfield (BN) stake by 11% in Q1 2026, selling an estimated $152K and leaving 27,036 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #410.

Atomi Financial Group first reported a position in BN in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.4M in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Atomi Financial Group held 27,036 shares of Brookfield worth $1.09M as of Q1 2026.
Atomi Financial Group sold 3,425 Brookfield shares in Q1 2026, an estimated $152K.
Brookfield made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #410 holding.
Atomi Financial Group first reported a position in Brookfield in Q1 2024 and has held it in 9 quarters since.
Atomi Financial Group's Brookfield position peaked at $1.4M in Q4 2025.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.