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Callan Family Office’s Brookfield BN Stock Holding History

Callan Family Office’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 		$4.04M Buy
99,868
+83,453
+508% +$3.7M 0.09% 224
2025
Q4 		$753K Buy
16,415
+7,901
+93% +$360K 0.02% 634
2025
Q3 		$389K Sell
8,514
-17,579
-67% -$779K 0.01% 620
2025
Q2 		$1.08M Buy
26,093
+14,466
+124% +$536K 0.03% 381
2025
Q1 		$406K Sell
11,627
-8,005
-41% -$303K 0.03% 371
2024
Q4 		$752K Buy
19,632
+3,417
+21% +$129K 0.05% 295
2024
Q3 		$575K Buy
16,215
+106
+0.7% +$3.35K 0.1% 98
2024
Q2 		$446K Buy
+16,109
New +$449K 0.09% 94

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

Callan Family Office's BN Position: Q1 2026 in Review

Callan Family Office increased its Brookfield (BN) stake by 508% in Q1 2026, buying an estimated $3.7M and bringing the position to 99,868 shares worth $4.04M. The position accounts for 0.09% of the portfolio, ranked #224.

Callan Family Office first reported a position in BN in Q2 2024 and has held it in 8 quarters since. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Callan Family Office held 99,868 shares of Brookfield worth $4.04M as of Q1 2026.
  • Callan Family Office bought 83,453 Brookfield shares in Q1 2026, an estimated $3.7M.
  • Brookfield made up 0.09% of Callan Family Office's portfolio in Q1 2026, its #224 holding.
  • Callan Family Office first reported a position in Brookfield in Q2 2024 and has held it in 8 quarters since.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.