Evercore Wealth Management’s Brookfield BN Stock Holding History

Evercore Wealth 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	$640K	Sell	15,037 -9,710	-39%	-$434K	0.01%	264
2026 Q1	$1M	Sell	24,747 -14,750	-37%	-$654K	0.02%	218
2025 Q4	$1.81M	Sell	39,497 -1	-0%	-$46	0.03%	164
2025 Q3	$1.81M	Sell	39,498 -750	-2%	-$33.2K	0.03%	166
2025 Q2	$1.66M	Sell	40,248 -3,945	-9%	-$146K	0.03%	172
2025 Q1	$1.54M	Hold	44,193	–	–	0.02%	184
2024 Q4	$1.69M	Sell	44,193 -1,361	-3%	-$51.3K	0.03%	173
2024 Q3	$1.61M	Hold	45,554	–	–	0.02%	180
2024 Q2	$1.26M	Hold	45,554	–	–	0.02%	200
2024 Q1	$1.27M	Hold	45,554	–	–	0.02%	198
2023 Q4	$1.22M	Hold	45,554	–	–	0.02%	206
2023 Q3	$950K	Hold	45,554	–	–	0.02%	218
2023 Q2	$1.02M	Hold	45,554	–	–	0.02%	217
2023 Q1	$990K	Hold	45,554	–	–	0.02%	215
2022 Q4	$955K	Buy	45,554 +9,442	+26%	+$212K	0.02%	216
2022 Q3	$796K	Hold	36,112	–	–	0.02%	219
2022 Q2	$865K	Hold	36,112	–	–	0.02%	221
2022 Q1	$1.1M	Sell	36,112 -34,271	-49%	-$1.02M	0.02%	214
2021 Q4	$2.29M	Sell	70,383 -672	-0.9%	-$21.3K	0.04%	161
2021 Q3	$2.05M	Sell	71,055 -287	-0.4%	-$8.38K	0.04%	166
2021 Q2	$1.96M	Sell	71,342 -2,368	-3%	-$60.6K	0.04%	175
2021 Q1	$1.75M	Sell	73,710 -1,930	-3%	-$43K	0.03%	181
2020 Q4	$1.67M	Hold	75,640	–	–	0.04%	171
2020 Q3	$1.34M	Hold	75,640	–	–	0.03%	174
2020 Q2	$1.33M	Sell	75,640 -3	-0%	-$53	0.04%	170
2020 Q1	$1.19M	Buy	75,643 +13,930	+23%	+$287K	0.04%	168
2019 Q4	$1.27M	Buy	61,713 +14,243	+30%	+$284K	0.03%	188
2019 Q3	$899K	Sell	47,470 -1,261	-3%	-$22.8K	0.03%	217
2019 Q2	$831K	Sell	48,731 -5,255	-10%	-$88.9K	0.03%	227
2019 Q1	$899K	Buy	53,986 +36,393	+207%	+$567K	0.03%	210
2018 Q4	$241K	Hold	17,593	–	–	0.01%	335
2018 Q3	$280K	Buy	+17,593	New	+$267K	0.01%	350
2018 Q1	–	Sell	-14,300	Closed	-$222K	–	403
2017 Q4	$222K	Buy	14,300 +6,307	+79%	+$95.3K	0.01%	349
2017 Q3	$117K	Hold	7,993	–	–	﹤0.01%	433
2017 Q2	$112K	Sell	7,993 -149	-2%	-$2K	﹤0.01%	446
2017 Q1	$106K	Hold	8,142	–	–	﹤0.01%	470
2016 Q4	$96K	Sell	8,142 -1,606	-16%	-$19.6K	﹤0.01%	502
2016 Q3	$122K	Buy	9,748 +779	+9%	+$9.54K	0.01%	449
2016 Q2	$106K	Sell	8,969 -1,282	-13%	-$15.3K	﹤0.01%	452
2016 Q1	$125K	Sell	10,251 -4,272	-29%	-$46K	0.01%	420
2015 Q4	$161K	Buy	+14,523	New	+$170K	0.01%	408
2013 Q4	–	Sell	-487	Closed	-$4K	–	860
2013 Q3	$4K	Buy	+487	New	+$4.16K	﹤0.01%	876

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Evercore Wealth Management's BN Position: Q2 2026 in Review

Evercore Wealth Management reduced its Brookfield (BN) stake by 39% in Q2 2026, selling an estimated $434K and leaving 15,037 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #264.

Evercore Wealth Management first reported a position in BN in Q3 2013 and has held it in 42 quarters since. The position peaked at $2.29M in Q4 2021. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Evercore Wealth Management held 15,037 shares of Brookfield worth $640K as of Q2 2026.
Evercore Wealth Management sold 9,710 Brookfield shares in Q2 2026, an estimated $434K.
Brookfield made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #264 holding.
Evercore Wealth Management first reported a position in Brookfield in Q3 2013 and has held it in 42 quarters since.
Evercore Wealth Management's Brookfield position peaked at $2.29M in Q4 2021.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.