Brown, Lisle/Cummings’s Brookfield BN Stock Holding History

Brown, Lisle/Cummings’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	$3.44K	Buy	+85	New	+$3.77K	﹤0.01%	730

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Brown, Lisle/Cummings's BN Position: Q1 2026 in Review

Brown, Lisle/Cummings opened a new position in Brookfield (BN) in Q1 2026: 85 shares worth $3.44K. The stake represents ﹤0.01% of the portfolio and ranks #730 among its holdings.

917 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Brown, Lisle/Cummings held 85 shares of Brookfield worth $3.44K as of Q1 2026.
Brookfield was a new Brown, Lisle/Cummings position in Q1 2026.
Brookfield made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #730 holding.
917 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.