CIC
BN icon

Crawford Investment Counsel’s Brookfield BN Stock Holding History

Crawford Investment Counsel’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 		$241K Buy
5,967
+50
+0.8% +$2.22K ﹤0.01% 288
2025
Q4 		$272K Sell
5,917
-1,504
-20% -$68.6K ﹤0.01% 280
2025
Q3 		$339K Buy
+7,421
New +$329K 0.01% 265
2024
Q1 		– Sell
-19,461
Closed -$521K – 273
2023
Q4 		$521K Buy
19,461
+223
+1% +$5.06K 0.01% 221
2023
Q3 		$401K Sell
19,238
-300
-2% -$6.76K 0.01% 232
2023
Q2 		$438K Sell
19,538
-130
-0.7% -$2.75K 0.01% 232
2023
Q1 		$427K Buy
19,668
+430
+2% +$9.69K 0.01% 230
2022
Q4 		$403K Sell
19,238
-4,559
-19% -$102K 0.01% 242
2022
Q3 		$524K Hold
23,797
– – 0.01% 222
2022
Q2 		$570K Hold
23,797
– – 0.01% 222
2022
Q1 		$726K Hold
23,797
– – 0.01% 214
2021
Q4 		$774K Hold
23,797
– – 0.01% 206
2021
Q3 		$686K Hold
23,797
– – 0.01% 207
2021
Q2 		$654K Sell
23,797
-166
-0.7% -$4.25K 0.01% 214
2021
Q1 		$571K Hold
23,963
– – 0.01% 211
2020
Q4 		$529K Sell
23,963
-4,728
-16% -$94.6K 0.01% 205
2020
Q3 		$508K Hold
28,691
– – 0.01% 204
2020
Q2 		$505K Sell
28,691
-1,416
-5% -$24.9K 0.01% 202
2020
Q1 		$475K Buy
30,107
+1,415
+5% +$29.1K 0.02% 199
2019
Q4 		$592K Hold
28,692
– – 0.02% 209
2019
Q3 		$543K Buy
+28,692
New +$520K 0.02% 211

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

Crawford Investment Counsel's BN Position: Q1 2026 in Review

Crawford Investment Counsel increased its Brookfield (BN) stake by 0.85% in Q1 2026, buying an estimated $2.22K and bringing the position to 5,967 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Crawford Investment Counsel first reported a position in BN in Q3 2019 and has held it in 21 quarters since. The position peaked at $774K in Q4 2021. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Crawford Investment Counsel held 5,967 shares of Brookfield worth $241K as of Q1 2026.
  • Crawford Investment Counsel bought 50 Brookfield shares in Q1 2026, an estimated $2.22K.
  • Brookfield made up ﹤0.01% of Crawford Investment Counsel's portfolio in Q1 2026, its #288 holding.
  • Crawford Investment Counsel first reported a position in Brookfield in Q3 2019 and has held it in 21 quarters since.
  • Crawford Investment Counsel's Brookfield position peaked at $774K in Q4 2021.
  • 915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

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