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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
Q2 		$376K Sell
8,840
-1,572
-15% -$70.3K 0.02% 559
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 $9.8B 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

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

Cambria Investment Management reduced its Brookfield (BN) stake by 15% in Q2 2026, selling an estimated $70.3K and leaving 8,840 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #559.

Cambria Investment Management first reported a position in BN in Q3 2015 and has held it in 5 quarters since. The position peaked at $996K in Q3 2025. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Cambria Investment Management held 8,840 shares of Brookfield worth $376K as of Q2 2026.
  • Cambria Investment Management sold 1,572 Brookfield shares in Q2 2026, an estimated $70.3K.
  • Brookfield made up 0.02% of Cambria Investment Management's portfolio in Q2 2026, its #559 holding.
  • Cambria Investment Management first reported a position in Brookfield in Q3 2015 and has held it in 5 quarters since.
  • Cambria Investment Management's Brookfield position peaked at $996K in Q3 2025.
  • 944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.