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Cambria Investment Management’s Brookfield BN Stock Holding History

Cambria 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
Q1 		$421K Sell
10,412
-933
-8% -$41.4K 0.02% 450
2025
Q4 		$521K Sell
11,345
-10,437
-48% -$476K 0.03% 408
2025
Q3 		$996K Buy
+21,782
New +$965K 0.06% 220
2015
Q4 		– Sell
-900
Closed -$10K – 171
2015
Q3 		$10K Buy
+900
New +$10.5K ﹤0.01% 265

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

Cambria Investment Management's BN Position: Q1 2026 in Review

Cambria Investment Management reduced its Brookfield (BN) stake by 8.2% in Q1 2026, selling an estimated $41.4K and leaving 10,412 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #450.

Cambria Investment Management first reported a position in BN in Q3 2015 and has held it in 4 quarters since. The position peaked at $996K in Q3 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Cambria Investment Management held 10,412 shares of Brookfield worth $421K as of Q1 2026.
  • Cambria Investment Management sold 933 Brookfield shares in Q1 2026, an estimated $41.4K.
  • Brookfield made up 0.02% of Cambria Investment Management's portfolio in Q1 2026, its #450 holding.
  • Cambria Investment Management first reported a position in Brookfield in Q3 2015 and has held it in 4 quarters since.
  • Cambria Investment Management's Brookfield position peaked at $996K in Q3 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.