Douglass Winthrop Advisors’s Brookfield BN Stock Holding History

Douglass Winthrop 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	–	Sell	-5,101	Closed	-$235K	–	305
2025 Q4	$235K	Buy	5,101 +2	+0%	+$91	﹤0.01%	292
2025 Q3	$233K	Sell	5,099 -1,350	-21%	-$59.8K	﹤0.01%	285
2025 Q2	$266K	Hold	6,449	–	–	﹤0.01%	252
2025 Q1	$225K	Sell	6,449 -9,637	-60%	-$364K	﹤0.01%	266
2024 Q4	$616K	Buy	16,086 +9,637	+149%	+$363K	0.01%	180
2024 Q3	$229K	Buy	+6,449	New	+$204K	﹤0.01%	272
2022 Q3	–	Sell	-8,533	Closed	-$205K	–	244
2022 Q2	$205K	Buy	+8,533	New	+$228K	0.01%	243

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

Douglass Winthrop Advisors's BN Position: Q1 2026 in Review

Douglass Winthrop Advisors sold out of Brookfield (BN) in Q1 2026, closing a stake of 5,101 shares — an estimated $235K sold.

Douglass Winthrop Advisors first reported a position in BN in Q2 2022 and held it in 7 quarters. The position peaked at $616K in Q4 2024. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Douglass Winthrop Advisors reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
Douglass Winthrop Advisors sold 5,101 Brookfield shares in Q1 2026, an estimated $235K.
Douglass Winthrop Advisors first reported a position in Brookfield in Q2 2022 and held it in 7 quarters.
Douglass Winthrop Advisors's Brookfield position peaked at $616K in Q4 2024.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.