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Boreal Capital Management’s Brookfield BN Stock Holding History

Boreal Capital Management’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 		$6.4K Sell
150
-1,050
-88% -$47K ﹤0.01% 387
2026
Q1 		$48.6K Hold
1,200
– – 0.04% 190
2025
Q4 		$55.1K Hold
1,200
– – 0.04% 194
2025
Q3 		$54.8K Buy
1,200
+150
+14% +$6.65K 0.04% 201
2025
Q2 		$43.3K Buy
+1,050
New +$38.9K 0.04% 218

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Boreal Capital Management's BN Position: Q2 2026 in Review

Boreal Capital Management reduced its Brookfield (BN) stake by 88% in Q2 2026, selling an estimated $47K and leaving 150 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Boreal Capital Management first reported a position in BN in Q2 2025 and has held it in 5 quarters since. The position peaked at $55.1K in Q4 2025. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Boreal Capital Management held 150 shares of Brookfield worth $6.4K as of Q2 2026.
  • Boreal Capital Management sold 1,050 Brookfield shares in Q2 2026, an estimated $47K.
  • Brookfield made up ﹤0.01% of Boreal Capital Management's portfolio in Q2 2026, its #387 holding.
  • Boreal Capital Management first reported a position in Brookfield in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's Brookfield position peaked at $55.1K in Q4 2025.
  • 941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.