DIG
BN icon

Daniel Investment Group’s Brookfield BN Stock Holding History

Daniel Investment Group’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 		$10M Buy
+235,072
New +$10.5M 5.93% 3

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

Daniel Investment Group's BN Position: Q2 2026 in Review

Daniel Investment Group opened a new position in Brookfield (BN) in Q2 2026: 235,072 shares worth $10M. The stake represents 5.93% of the portfolio and ranks #3 among its holdings.

939 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Daniel Investment Group held 235,072 shares of Brookfield worth $10M as of Q2 2026.
  • Brookfield was a new Daniel Investment Group position in Q2 2026.
  • Brookfield made up 5.93% of Daniel Investment Group's portfolio in Q2 2026, its #3 holding.
  • 939 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Daniel Investment Group's 13F filing for Q2 2026, filed 3 Aug 2026.