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Bingham Private Wealth’s Brookfield BN Stock Holding History

Bingham Private Wealth’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 		$1.52M Buy
37,483
+1,166
+3% +$51.7K 1.2% 17
2025
Q4 		$1.67M Buy
+36,317
New +$1.66M 1.44% 15
2025
Q2 		$1.28M Sell
31,149
-203
-0.6% -$7.52K 1.22% 21
2025
Q1 		$1.1M Buy
31,352
+1,446
+5% +$54.7K 1.13% 25
2024
Q4 		$1.15M Buy
+29,906
New +$1.13M 1.22% 20

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

Bingham Private Wealth's BN Position: Q1 2026 in Review

Bingham Private Wealth increased its Brookfield (BN) stake by 3.2% in Q1 2026, buying an estimated $51.7K and bringing the position to 37,483 shares worth $1.52M. The position accounts for 1.2% of the portfolio, ranked #17.

Bingham Private Wealth first reported a position in BN in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.67M in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Bingham Private Wealth held 37,483 shares of Brookfield worth $1.52M as of Q1 2026.
  • Bingham Private Wealth bought 1,166 Brookfield shares in Q1 2026, an estimated $51.7K.
  • Brookfield made up 1.2% of Bingham Private Wealth's portfolio in Q1 2026, its #17 holding.
  • Bingham Private Wealth first reported a position in Brookfield in Q4 2024 and has held it in 5 quarters since.
  • Bingham Private Wealth's Brookfield position peaked at $1.67M in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.