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 Q2	$7.9M	Buy	185,412 +10,042	+6%	+$449K	3.38%	10
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 $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Blue Sky Capital Consultants Group's BN Position: Q2 2026 in Review

Blue Sky Capital Consultants Group increased its Brookfield (BN) stake by 5.7% in Q2 2026, buying an estimated $449K and bringing the position to 185,412 shares worth $7.9M. The position accounts for 3.38% of the portfolio, ranked #10.

Blue Sky Capital Consultants Group first reported a position in BN in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.25M in Q4 2025. 942 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Blue Sky Capital Consultants Group held 185,412 shares of Brookfield worth $7.9M as of Q2 2026.
Blue Sky Capital Consultants Group bought 10,042 Brookfield shares in Q2 2026, an estimated $449K.
Brookfield made up 3.38% of Blue Sky Capital Consultants Group's portfolio in Q2 2026, its #10 holding.
Blue Sky Capital Consultants Group first reported a position in Brookfield in Q4 2024 and has held it in 7 quarters since.
Blue Sky Capital Consultants Group's Brookfield position peaked at $8.25M in Q4 2025.
942 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Blue Sky Capital Consultants Group's 13F filing for Q2 2026, filed 4 Aug 2026.