BTW
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Boston Trust Walden’s Brookfield BN Stock Holding History

Boston Trust Walden’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 		$1.2M Buy
28,105
+18,753
+201% +$839K 0.01% 282
2026
Q1 		$378K Buy
9,352
+1,531
+20% +$67.9K ﹤0.01% 353
2025
Q4 		$359K Hold
7,821
– – ﹤0.01% 349
2025
Q3 		$358K Hold
7,821
– – ﹤0.01% 355
2025
Q2 		$322K Hold
7,821
– – ﹤0.01% 347
2025
Q1 		$273K Hold
7,821
– – ﹤0.01% 353
2024
Q4 		$300K Buy
7,821
+228
+3% +$8.59K ﹤0.01% 347
2024
Q3 		$269K Buy
+7,593
New +$240K ﹤0.01% 352
2022
Q4 		– Sell
-11,062
Closed -$244K – 364
2022
Q3 		$244K Sell
11,062
-5,532
-33% -$143K ﹤0.01% 338
2022
Q2 		$398K Hold
16,594
– – ﹤0.01% 318
2022
Q1 		$506K Buy
+16,594
New +$496K ﹤0.01% 316
2020
Q1 		– Sell
-11,295
Closed -$233K – 352
2019
Q4 		$233K Hold
11,295
– – ﹤0.01% 368
2019
Q3 		$214K Buy
+11,295
New +$205K ﹤0.01% 371

Other funds holding BN

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Boston Trust Walden's BN Position: Q2 2026 in Review

Boston Trust Walden increased its Brookfield (BN) stake by 201% in Q2 2026, buying an estimated $839K and bringing the position to 28,105 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #282.

Boston Trust Walden first reported a position in BN in Q3 2019 and has held it in 13 quarters since. 332 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Boston Trust Walden held 28,105 shares of Brookfield worth $1.2M as of Q2 2026.
  • Boston Trust Walden bought 18,753 Brookfield shares in Q2 2026, an estimated $839K.
  • Brookfield made up 0.01% of Boston Trust Walden's portfolio in Q2 2026, its #282 holding.
  • Boston Trust Walden first reported a position in Brookfield in Q3 2019 and has held it in 13 quarters since.
  • 332 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.