eCIO Inc’s Brookfield BN Stock Holding History

eCIO Inc’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	-1,870	Closed	-$85.8K	–	64
2025 Q4	$85.8K	Buy	+1,870	New	+$85.3K	0.04%	96
2025 Q2	–	Sell	-3,189	Closed	-$111K	–	89
2025 Q1	$111K	Buy	+3,189	New	+$121K	0.04%	153

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

eCIO Inc's BN Position: Q1 2026 in Review

eCIO Inc sold out of Brookfield (BN) in Q1 2026, closing a stake of 1,870 shares — an estimated $85.8K sold.

eCIO Inc first reported a position in BN in Q1 2025 and held it in 2 quarters. The position peaked at $111K in Q1 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

eCIO Inc reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
eCIO Inc sold 1,870 Brookfield shares in Q1 2026, an estimated $85.8K.
eCIO Inc first reported a position in Brookfield in Q1 2025 and held it in 2 quarters.
eCIO Inc's Brookfield position peaked at $111K in Q1 2025.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on eCIO Inc's 13F filing for Q1 2026, filed 14 Apr 2026.