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Farmers & Merchants Investments Inc’s Brookfield BN Stock Holding History

Farmers & Merchants Investments 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
Q2 		$334K Buy
7,846
+30
+0.4% +$1.34K 0.01% 276
2026
Q1 		$316K Sell
7,816
-647
-8% -$28.7K 0.01% 270
2025
Q4 		$388K Hold
8,463
– – 0.01% 256
2025
Q3 		$387K Hold
8,463
– – 0.01% 254
2025
Q2 		$349K Hold
8,463
– – 0.01% 258
2025
Q1 		$296K Hold
8,463
– – 0.01% 274
2024
Q4 		$324K Hold
8,463
– – 0.01% 270
2024
Q3 		$300K Hold
8,463
– – 0.01% 279
2024
Q2 		$234K Buy
+8,463
New +$236K 0.01% 285
2016
Q2 		– Sell
-1,259
Closed -$15K – 713
2016
Q1 		$15K Sell
1,259
-42
-3% -$453 ﹤0.01% 394
2015
Q4 		$14K Buy
1,301
+42
+3% +$493 ﹤0.01% 419
2015
Q3 		$14K Hold
1,259
– – ﹤0.01% 425
2015
Q2 		$15K Buy
+1,259
New +$16K ﹤0.01% 436
2014
Q4 		– Sell
-696
Closed -$7K – 677
2014
Q3 		$7K Hold
696
– – ﹤0.01% 565
2014
Q2 		$7K Sell
696
-192
-22% -$1.92K ﹤0.01% 550
2014
Q1 		$8K Hold
888
– – ﹤0.01% 528
2013
Q4 		$8K Hold
888
– – ﹤0.01% 537
2013
Q3 		$8K Sell
888
-1,397
-61% -$11.9K ﹤0.01% 497
2013
Q2 		$19K Buy
+2,285
New +$19.6K ﹤0.01% 388

Other funds holding BN

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Farmers & Merchants Investments Inc's BN Position: Q2 2026 in Review

Farmers & Merchants Investments Inc increased its Brookfield (BN) stake by 0.38% in Q2 2026, buying an estimated $1.34K and bringing the position to 7,846 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #276.

Farmers & Merchants Investments Inc first reported a position in BN in Q2 2013 and has held it in 19 quarters since. The position peaked at $388K in Q4 2025. 542 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Farmers & Merchants Investments Inc held 7,846 shares of Brookfield worth $334K as of Q2 2026.
  • Farmers & Merchants Investments Inc bought 30 Brookfield shares in Q2 2026, an estimated $1.34K.
  • Brookfield made up 0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #276 holding.
  • Farmers & Merchants Investments Inc first reported a position in Brookfield in Q2 2013 and has held it in 19 quarters since.
  • Farmers & Merchants Investments Inc's Brookfield position peaked at $388K in Q4 2025.
  • 542 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.