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Dorato Capital Management’s Brookfield BN Stock Holding History

Dorato 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 		$1.31K Hold
30
– – ﹤0.01% 249
2026
Q1 		$1.26K Hold
30
– – ﹤0.01% 248
2025
Q4 		$1.42K Buy
+30
New +$1.37K ﹤0.01% 250

Other funds holding BN

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
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

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

Dorato Capital Management held its Brookfield (BN) position steady in Q2 2026 at 30 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Dorato Capital Management first reported a position in BN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.42K in Q4 2025. 470 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Dorato Capital Management held 30 shares of Brookfield worth $1.31K as of Q2 2026.
  • Dorato Capital Management left its Brookfield share count unchanged in Q2 2026.
  • Brookfield made up ﹤0.01% of Dorato Capital Management's portfolio in Q2 2026, its #249 holding.
  • Dorato Capital Management first reported a position in Brookfield in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Brookfield position peaked at $1.42K in Q4 2025.
  • 470 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.