Capital Research Global Investors
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Capital Research Global Investors’s Brookfield BN Stock Holding History

Capital Research Global Investors’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 		$159M Sell
3,734,786
-554,603
-13% -$24.8M 0.02% 264
2026
Q1 		$174M Buy
4,289,389
+2,154,513
+101% +$95.5M 0.03% 255
2025
Q4 		$98M Sell
2,134,876
-44,233
-2% -$2.02M 0.02% 304
2025
Q3 		$99.7M Buy
+2,179,109
New +$96.6M 0.02% 293

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

Capital Research Global Investors's BN Position: Q2 2026 in Review

Capital Research Global Investors reduced its Brookfield (BN) stake by 13% in Q2 2026, selling an estimated $24.8M and leaving 3,734,786 shares worth $159M. The position accounts for 0.02% of the portfolio, ranked #264.

Capital Research Global Investors first reported a position in BN in Q3 2025 and has held it in 4 quarters since. The position peaked at $174M in Q1 2026. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Capital Research Global Investors held 3,734,786 shares of Brookfield worth $159M as of Q2 2026.
  • Capital Research Global Investors sold 554,603 Brookfield shares in Q2 2026, an estimated $24.8M.
  • Brookfield made up 0.02% of Capital Research Global Investors's portfolio in Q2 2026, its #264 holding.
  • Capital Research Global Investors first reported a position in Brookfield in Q3 2025 and has held it in 4 quarters since.
  • Capital Research Global Investors's Brookfield position peaked at $174M in Q1 2026.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Capital Research Global Investors's 13F filing for Q2 2026, filed 12 Aug 2026.