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Essential Partners’s Brookfield BN Stock Holding History

Essential Partners’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
-183
Closed -$8.4K – 2864
2025
Q4 		$8.4K Hold
183
– – ﹤0.01% 1225
2025
Q3 		$8.37K Buy
+183
New +$8.11K ﹤0.01% 1230

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Essential Partners's BN Position: Q1 2026 in Review

Essential Partners sold out of Brookfield (BN) in Q1 2026, closing a stake of 183 shares — an estimated $8.4K sold.

Essential Partners first reported a position in BN in Q3 2025 and held it in 2 quarters. The position peaked at $8.4K in Q4 2025. 918 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Essential Partners reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 183 Brookfield shares in Q1 2026, an estimated $8.4K.
  • Essential Partners first reported a position in Brookfield in Q3 2025 and held it in 2 quarters.
  • Essential Partners's Brookfield position peaked at $8.4K in Q4 2025.
  • 918 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.