CSM Advisors’s Brookfield BN Stock Holding History

CSM 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 Q1	$2.63M	Buy	+65,000	New	+$2.88M	0.06%	292

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CSM Advisors's BN Position: Q1 2026 in Review

CSM Advisors opened a new position in Brookfield (BN) in Q1 2026: 65,000 shares worth $2.63M. The stake represents 0.06% of the portfolio and ranks #292 among its holdings.

914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

CSM Advisors held 65,000 shares of Brookfield worth $2.63M as of Q1 2026.
Brookfield was a new CSM Advisors position in Q1 2026.
Brookfield made up 0.06% of CSM Advisors's portfolio in Q1 2026, its #292 holding.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.