Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Brookfield BN Stock Holding History

Cambridge Investment Research Advisors’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 		$11.1M Buy
259,625
+13,816
+6% +$618K 0.02% 627
2026
Q1 		$9.94M Buy
245,809
+33,188
+16% +$1.47M 0.03% 622
2025
Q4 		$9.77M Buy
212,621
+18,828
+10% +$859K 0.03% 592
2025
Q3 		$8.87M Sell
193,793
-13,042
-6% -$578K 0.02% 623
2025
Q2 		$8.52M Sell
206,835
-6,047
-3% -$224K 0.03% 603
2025
Q1 		$7.43M Buy
212,882
+4,370
+2% +$165K 0.03% 616
2024
Q4 		$7.99M Sell
208,512
-440
-0.2% -$16.6K 0.03% 577
2024
Q3 		$7.41M Buy
208,952
+18,444
+10% +$582K 0.03% 614
2024
Q2 		$5.28M Buy
190,508
+6,771
+4% +$189K 0.02% 728
2024
Q1 		$5.13M Buy
183,737
+5,123
+3% +$138K 0.02% 727
2023
Q4 		$4.78M Buy
178,614
+9,420
+6% +$214K 0.02% 727
2023
Q3 		$3.53M Buy
169,194
+21,721
+15% +$489K 0.02% 838
2023
Q2 		$3.31M Buy
147,473
+4,574
+3% +$96.9K 0.02% 873
2023
Q1 		$3.1M Buy
142,899
+15,333
+12% +$345K 0.02% 884
2022
Q4 		$2.67M Sell
127,566
-19,417
-13% -$435K 0.01% 920
2022
Q3 		$3.24M Buy
146,983
+14,795
+11% +$383K 0.02% 779
2022
Q2 		$3.17M Sell
132,188
-9,223
-7% -$246K 0.02% 816
2022
Q1 		$4.31M Sell
141,411
-20,147
-12% -$602K 0.02% 702
2021
Q4 		$5.26M Buy
161,558
+17,900
+12% +$566K 0.02% 621
2021
Q3 		$4.14M Buy
143,658
+4,347
+3% +$127K 0.02% 692
2021
Q2 		$3.83M Buy
139,311
+3,322
+2% +$85.1K 0.02% 752
2021
Q1 		$3.24M Buy
135,989
+35,190
+35% +$785K 0.02% 764
2020
Q4 		$2.23M Buy
100,799
+1,920
+2% +$38.4K 0.01% 874
2020
Q3 		$1.75M Buy
98,879
+9,980
+11% +$178K 0.01% 871
2020
Q2 		$1.56M Buy
88,899
+25,577
+40% +$450K 0.01% 885
2020
Q1 		$1M Sell
63,322
-104,455
-62% -$2.15M 0.01% 970
2019
Q4 		$3.46M Buy
167,777
+40,127
+31% +$800K 0.03% 596
2019
Q3 		$2.42M Buy
127,650
+78,454
+159% +$1.42M 0.02% 672
2019
Q2 		$839K Buy
49,196
+10,757
+28% +$182K 0.01% 1122
2019
Q1 		$640K Buy
38,439
+4,240
+12% +$66K 0.01% 1319
2018
Q4 		$468K Sell
34,199
-6,516
-16% -$97.2K 0.01% 1361
2018
Q3 		$647K Buy
40,715
+168
+0.4% +$2.55K 0.01% 1295
2018
Q2 		$586K Buy
40,547
+6,480
+19% +$92.5K 0.01% 1317
2018
Q1 		$474K Buy
34,067
+1,219
+4% +$17.6K 0.01% 1381
2017
Q4 		$510K Sell
32,848
-4,325
-12% -$65.3K 0.01% 1312
2017
Q3 		$548K Buy
37,173
+2,038
+6% +$28.6K 0.01% 1212
2017
Q2 		$492K Buy
35,135
+1,502
+4% +$20.2K 0.01% 1213
2017
Q1 		$438K Buy
33,633
+1,261
+4% +$16K 0.01% 1141
2016
Q4 		$381K Buy
32,372
+1,895
+6% +$23.1K 0.01% 1143
2016
Q3 		$383K Sell
30,477
-5,367
-15% -$65.7K 0.01% 1171
2016
Q2 		$423K Buy
35,844
+5,116
+17% +$61.2K 0.01% 1012
2016
Q1 		$375K Sell
30,728
-19,062
-38% -$205K 0.01% 1053
2015
Q4 		$551K Sell
49,790
-1,612
-3% -$18.9K 0.01% 815
2015
Q3 		$568K Buy
51,402
+15,318
+42% +$179K 0.02% 698
2015
Q2 		$443K Buy
36,084
+8,914
+33% +$113K 0.01% 870
2015
Q1 		$341K Buy
+27,170
New +$337K 0.01% 994

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

Cambridge Investment Research Advisors's BN Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Brookfield (BN) stake by 5.6% in Q2 2026, buying an estimated $618K and bringing the position to 259,625 shares worth $11.1M. The position accounts for 0.02% of the portfolio, ranked #627.

Cambridge Investment Research Advisors first reported a position in BN in Q1 2015 and has held it in 46 quarters since. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Cambridge Investment Research Advisors held 259,625 shares of Brookfield worth $11.1M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 13,816 Brookfield shares in Q2 2026, an estimated $618K.
  • Brookfield made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #627 holding.
  • Cambridge Investment Research Advisors first reported a position in Brookfield in Q1 2015 and has held it in 46 quarters since.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.