Evergreen Capital Management’s Brookfield BN Stock Holding History

Evergreen Capital 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 Q1	$271K	Buy	6,706 +1,546	+30%	+$68.5K	0.01%	1193
2025 Q4	$237K	Sell	5,160 -413	-7%	-$18.8K	0.01%	1201
2025 Q3	$255K	Buy	+5,573	New	+$247K	0.01%	1091
2025 Q2	–	Sell	-6,467	Closed	-$226K	–	1151
2025 Q1	$226K	Sell	6,467 -1,177	-15%	-$44.5K	0.01%	922
2024 Q4	$293K	Buy	7,644 +1,200	+19%	+$45.2K	0.01%	747
2024 Q3	$228K	Buy	+6,444	New	+$203K	0.01%	855

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

Evergreen Capital Management's BN Position: Q1 2026 in Review

Evergreen Capital Management increased its Brookfield (BN) stake by 30% in Q1 2026, buying an estimated $68.5K and bringing the position to 6,706 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #1193.

Evergreen Capital Management first reported a position in BN in Q3 2024 and has held it in 6 quarters since. The position peaked at $293K in Q4 2024. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Evergreen Capital Management held 6,706 shares of Brookfield worth $271K as of Q1 2026.
Evergreen Capital Management bought 1,546 Brookfield shares in Q1 2026, an estimated $68.5K.
Brookfield made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1193 holding.
Evergreen Capital Management first reported a position in Brookfield in Q3 2024 and has held it in 6 quarters since.
Evergreen Capital Management's Brookfield position peaked at $293K in Q4 2024.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.