Blue Sky Capital Consultants Group’s Brookfield BN Stock Holding History

Blue Sky Capital Consultants 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	$7.1M	Sell	175,370 -4,306	-2%	-$191K	3.39%	9
2025 Q4	$8.25M	Buy	179,676 +5,697	+3%	+$260K	3.58%	8
2025 Q3	$7.95M	Buy	173,979 +5,938	+4%	+$263K	3.44%	12
2025 Q2	$6.93M	Buy	168,041 +29,141	+21%	+$1.08M	3.48%	10
2025 Q1	$4.85M	Buy	138,900 +10,189	+8%	+$385K	3.17%	10
2024 Q4	$4.93M	Buy	+128,711	New	+$4.85M	2.96%	12

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

Blue Sky Capital Consultants Group's BN Position: Q1 2026 in Review

Blue Sky Capital Consultants Group reduced its Brookfield (BN) stake by 2.4% in Q1 2026, selling an estimated $191K and leaving 175,370 shares worth $7.1M. The position accounts for 3.39% of the portfolio, ranked #9.

Blue Sky Capital Consultants Group first reported a position in BN in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.25M in Q4 2025. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Blue Sky Capital Consultants Group held 175,370 shares of Brookfield worth $7.1M as of Q1 2026.
Blue Sky Capital Consultants Group sold 4,306 Brookfield shares in Q1 2026, an estimated $191K.
Brookfield made up 3.39% of Blue Sky Capital Consultants Group's portfolio in Q1 2026, its #9 holding.
Blue Sky Capital Consultants Group first reported a position in Brookfield in Q4 2024 and has held it in 6 quarters since.
Blue Sky Capital Consultants Group's Brookfield position peaked at $8.25M in Q4 2025.
915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Blue Sky Capital Consultants Group's 13F filing for Q1 2026, filed 28 Apr 2026.