Donaldson Capital Management’s Brookfield BN Stock Holding History

Donaldson Capital Management’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	$209K	Buy	+4,901	New	+$219K	0.01%	304

Other funds holding BN

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Donaldson Capital Management's BN Position: Q2 2026 in Review

Donaldson Capital Management opened a new position in Brookfield (BN) in Q2 2026: 4,901 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #304 among its holdings.

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

Donaldson Capital Management held 4,901 shares of Brookfield worth $209K as of Q2 2026.
Brookfield was a new Donaldson Capital Management position in Q2 2026.
Brookfield made up 0.01% of Donaldson Capital Management's portfolio in Q2 2026, its #304 holding.
498 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.