Ewing Morris & Co Investment Partners’s Brookfield BN Stock Holding History

Ewing Morris & Co Investment 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 Q2	$375K	Buy	+8,781	New	+$393K	0.2%	78
2023 Q3	–	Sell	-51,300	Closed	-$1.15M	–	30
2023 Q2	$1.15M	Hold	51,300	–	–	0.89%	22
2023 Q1	$1.11M	Hold	51,300	–	–	0.88%	24
2022 Q4	$1.08M	Sell	51,300 -12,158	-19%	-$273K	1.3%	10
2022 Q3	$1.4M	Sell	63,458 -38,595	-38%	-$999K	1.83%	12
2022 Q2	$3.15M	Hold	102,053	–	–	2.13%	11
2022 Q1	$3.89M	Buy	+102,053	New	+$3.05M	2.43%	9

Other funds holding BN

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

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

Ewing Morris & Co Investment Partners's BN Position: Q2 2026 in Review

Ewing Morris & Co Investment Partners opened a new position in Brookfield (BN) in Q2 2026: 8,781 shares worth $375K. The stake represents 0.2% of the portfolio and ranks #78 among its holdings. This is a return to the name: Ewing Morris & Co Investment Partners previously reported a position in BN as recently as Q2 2023.

Ewing Morris & Co Investment Partners first reported a position in BN in Q1 2022 and has held it in 7 quarters since. The position peaked at $3.89M in Q1 2022. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Ewing Morris & Co Investment Partners held 8,781 shares of Brookfield worth $375K as of Q2 2026.
Brookfield was a new Ewing Morris & Co Investment Partners position in Q2 2026.
Brookfield made up 0.2% of Ewing Morris & Co Investment Partners's portfolio in Q2 2026, its #78 holding.
Ewing Morris & Co Investment Partners first reported a position in Brookfield in Q1 2022 and has held it in 7 quarters since.
Ewing Morris & Co Investment Partners's Brookfield position peaked at $3.89M in Q1 2022.
944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.