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Brighton Jones LLC’s Brookfield BN Stock Holding History

Brighton Jones LLC’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 		$553K Buy
+12,981
New +$580K 0.01% 751
2022
Q2 		– Sell
-8,266
Closed -$252K – 483
2022
Q1 		$252K Sell
8,266
-6
-0.1% -$179 0.01% 417
2021
Q4 		$269K Buy
8,272
+820
+11% +$25.9K 0.01% 405
2021
Q3 		$215K Sell
7,452
-358
-5% -$10.5K 0.01% 438
2021
Q2 		$215K Buy
+7,810
New +$200K 0.01% 441
2021
Q1 		– Sell
-13,354
Closed -$295K – 434
2020
Q4 		$295K Buy
+13,354
New +$267K 0.02% 293

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

Brighton Jones LLC's BN Position: Q2 2026 in Review

Brighton Jones LLC opened a new position in Brookfield (BN) in Q2 2026: 12,981 shares worth $553K. The stake represents 0.01% of the portfolio and ranks #751 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in BN as recently as Q1 2022.

Brighton Jones LLC first reported a position in BN in Q4 2020 and has held it in 6 quarters since. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Brighton Jones LLC held 12,981 shares of Brookfield worth $553K as of Q2 2026.
  • Brookfield was a new Brighton Jones LLC position in Q2 2026.
  • Brookfield made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #751 holding.
  • Brighton Jones LLC first reported a position in Brookfield in Q4 2020 and has held it in 6 quarters since.
  • 941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.