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Bridges Investment Management’s Brookfield BN Stock Holding History

Bridges Investment 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 		$1.99M Buy
46,762
+10,680
+30% +$478K 0.02% 201
2026
Q1 		$1.46M Hold
36,082
– – 0.02% 215
2025
Q4 		$1.66M Sell
36,082
-1
-0% -$46 0.02% 200
2025
Q3 		$1.65M Sell
36,083
-5,865
-14% -$260K 0.02% 202
2025
Q2 		$1.73M Sell
41,948
-325
-0.8% -$12K 0.02% 187
2025
Q1 		$1.48M Buy
42,273
+3,712
+10% +$140K 0.02% 193
2024
Q4 		$1.48M Sell
38,561
-10,365
-21% -$390K 0.02% 169
2024
Q3 		$1.73M Sell
48,926
-5,674
-10% -$179K 0.02% 157
2024
Q2 		$1.51M Buy
+54,600
New +$1.52M 0.02% 154
2019
Q4 		– Sell
-73,824
Closed -$1.4M – 287
2019
Q3 		$1.4M Buy
73,824
+7,483
+11% +$135K 0.05% 167
2019
Q2 		$1.13M Buy
66,341
+14,014
+27% +$237K 0.04% 183
2019
Q1 		$871K Buy
52,327
+1,401
+3% +$21.8K 0.04% 206
2018
Q4 		$696K Buy
50,926
+15,415
+43% +$230K 0.03% 217
2018
Q3 		$564K Hold
35,511
– – 0.03% 193
2018
Q2 		$513K Hold
35,511
– – 0.02% 197
2018
Q1 		$494K Sell
35,511
-6,810
-16% -$98.6K 0.02% 196
2017
Q4 		$657K Buy
+42,321
New +$639K 0.05% 132

Other funds holding BN

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Bridges Investment Management's BN Position: Q2 2026 in Review

Bridges Investment Management increased its Brookfield (BN) stake by 30% in Q2 2026, buying an estimated $478K and bringing the position to 46,762 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #201.

Bridges Investment Management first reported a position in BN in Q4 2017 and has held it in 17 quarters since. 498 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Bridges Investment Management held 46,762 shares of Brookfield worth $1.99M as of Q2 2026.
  • Bridges Investment Management bought 10,680 Brookfield shares in Q2 2026, an estimated $478K.
  • Brookfield made up 0.02% of Bridges Investment Management's portfolio in Q2 2026, its #201 holding.
  • Bridges Investment Management first reported a position in Brookfield in Q4 2017 and has held it in 17 quarters since.
  • 498 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.