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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
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 $9.34B 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

Boreal Capital Management's BN Position: Q1 2026 in Review

Boreal Capital Management held its Brookfield (BN) position steady in Q1 2026 at 1,200 shares worth $48.6K. The position accounts for 0.04% of the portfolio, ranked #190.

Boreal Capital Management first reported a position in BN in Q2 2025 and has held it in 4 quarters since. The position peaked at $55.1K in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Boreal Capital Management held 1,200 shares of Brookfield worth $48.6K as of Q1 2026.
  • Boreal Capital Management left its Brookfield share count unchanged in Q1 2026.
  • Brookfield made up 0.04% of Boreal Capital Management's portfolio in Q1 2026, its #190 holding.
  • Boreal Capital Management first reported a position in Brookfield in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's Brookfield position peaked at $55.1K in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.