Capstone Investment Advisors
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Capstone Investment Advisors’s Brookfield BN Stock Holding History

Capstone Investment 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 		$1.01M Buy
+23,670
New +$1.06M ﹤0.01% 943
2025
Q4 		– Sell
-42,126
Closed -$1.93M – 1627
2025
Q3 		$1.93M Buy
42,126
+36,357
+630% +$1.61M ﹤0.01% 776
2025
Q2 		$238K Buy
+5,769
New +$214K ﹤0.01% 1482

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

Capstone Investment Advisors's BN Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Brookfield (BN) in Q2 2026: 23,670 shares worth $1.01M. The stake represents ﹤0.01% of the portfolio and ranks #943 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in BN as recently as Q3 2025.

Capstone Investment Advisors first reported a position in BN in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.93M in Q3 2025. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Capstone Investment Advisors held 23,670 shares of Brookfield worth $1.01M as of Q2 2026.
  • Brookfield was a new Capstone Investment Advisors position in Q2 2026.
  • Brookfield made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #943 holding.
  • Capstone Investment Advisors first reported a position in Brookfield in Q2 2025 and has held it in 3 quarters since.
  • Capstone Investment Advisors's Brookfield position peaked at $1.93M in Q3 2025.
  • 944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.