Bank Julius Baer & Co
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Bank Julius Baer & Co’s Brookfield BN Stock Holding History

Bank Julius Baer & Co’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 		$398K Buy
9,831
+2,810
+40% +$125K ﹤0.01% 448
2025
Q4 		$322K Buy
7,021
+5,011
+249% +$228K ﹤0.01% 457
2025
Q3 		$91.9K Buy
2,010
+538
+37% +$23.8K ﹤0.01% 545
2025
Q2 		$82.7K Sell
1,472
-534
-27% -$19.8K ﹤0.01% 511
2025
Q1 		$70K Buy
2,006
+740
+58% +$28K ﹤0.01% 516
2024
Q4 		$77K Buy
+1,266
New +$47.7K ﹤0.01% 504

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 $204B AUM 27.99% 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

Bank Julius Baer & Co's BN Position: Q1 2026 in Review

Bank Julius Baer & Co increased its Brookfield (BN) stake by 40% in Q1 2026, buying an estimated $125K and bringing the position to 9,831 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Bank Julius Baer & Co first reported a position in BN in Q4 2024 and has held it in 6 quarters since. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Bank Julius Baer & Co held 9,831 shares of Brookfield worth $398K as of Q1 2026.
  • Bank Julius Baer & Co bought 2,810 Brookfield shares in Q1 2026, an estimated $125K.
  • Brookfield made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #448 holding.
  • Bank Julius Baer & Co first reported a position in Brookfield in Q4 2024 and has held it in 6 quarters since.
  • 915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.