DLA
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Douglas Lane & Associates’s Brookfield BN Stock Holding History

Douglas Lane & Associates’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 		$616K Buy
14,472
+10
+0.1% +$447 0.01% 177
2026
Q1 		$585K Sell
14,462
-326
-2% -$14.4K 0.01% 173
2025
Q4 		$679K Sell
14,788
-176
-1% -$8.03K 0.01% 166
2025
Q3 		$684K Sell
14,964
-750
-5% -$33.2K 0.01% 164
2025
Q2 		$648K Hold
15,714
– – 0.01% 169
2025
Q1 		$549K Sell
15,714
-1,244
-7% -$47K 0.01% 179
2024
Q4 		$649K Buy
16,958
+3,794
+29% +$143K 0.01% 175
2024
Q3 		$466K Hold
13,164
– – 0.01% 185
2024
Q2 		$365K Sell
13,164
-150
-1% -$4.18K 0.01% 195
2024
Q1 		$372K Sell
13,314
-225
-2% -$6.07K 0.01% 197
2023
Q4 		$362K Hold
13,539
– – 0.01% 195
2023
Q3 		$282K Buy
13,539
+150
+1% +$3.38K ﹤0.01% 205
2023
Q2 		$300K Sell
13,389
-4,986
-27% -$106K ﹤0.01% 201
2023
Q1 		$399K Hold
18,375
– – 0.01% 188
2022
Q4 		$385K Sell
18,375
-4,355
-19% -$97.6K 0.01% 188
2022
Q3 		$501K Sell
22,730
-649
-3% -$16.8K 0.01% 167
2022
Q2 		$560K Hold
23,379
– – 0.01% 167
2022
Q1 		$713K Sell
23,379
-314
-1% -$9.39K 0.01% 165
2021
Q4 		$771K Hold
23,693
– – 0.01% 164
2021
Q3 		$683K Buy
23,693
+314
+1% +$9.17K 0.01% 161
2021
Q2 		$642K Buy
23,379
+7,964
+52% +$204K 0.01% 162
2021
Q1 		$367K Hold
15,415
– – 0.01% 173
2020
Q4 		$340K Hold
15,415
– – 0.01% 176
2020
Q3 		$273K Hold
15,415
– – 0.01% 183
2020
Q2 		$271K Hold
15,415
– – 0.01% 182
2020
Q1 		$243K Hold
15,415
– – 0.01% 181
2019
Q4 		$318K Hold
15,415
– – 0.01% 178
2019
Q3 		$292K Hold
15,415
– – 0.01% 186
2019
Q2 		$263K Hold
15,415
– – 0.01% 196
2019
Q1 		$257K Hold
15,415
– – 0.01% 194
2018
Q4 		$211K Sell
15,415
-5,465
-26% -$81.6K 0.01% 198
2018
Q3 		$332K Buy
+20,880
New +$317K 0.01% 177

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

Douglas Lane & Associates's BN Position: Q2 2026 in Review

Douglas Lane & Associates increased its Brookfield (BN) stake by 0.07% in Q2 2026, buying an estimated $447 and bringing the position to 14,472 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #177.

Douglas Lane & Associates first reported a position in BN in Q3 2018 and has held it in 32 quarters since. The position peaked at $771K in Q4 2021. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Douglas Lane & Associates held 14,472 shares of Brookfield worth $616K as of Q2 2026.
  • Douglas Lane & Associates bought 10 Brookfield shares in Q2 2026, an estimated $447.
  • Brookfield made up 0.01% of Douglas Lane & Associates's portfolio in Q2 2026, its #177 holding.
  • Douglas Lane & Associates first reported a position in Brookfield in Q3 2018 and has held it in 32 quarters since.
  • Douglas Lane & Associates's Brookfield position peaked at $771K in Q4 2021.
  • 941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.