FFA
BN icon

First Foundation Advisors’s Brookfield BN Stock Holding History

First Foundation Advisors’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 		$6.41M Sell
158,450
-11,028
-7% -$489K 0.26% 65
2025
Q4 		$7.78M Sell
169,478
-8,851
-5% -$404K 0.29% 57
2025
Q3 		$8.15M Sell
178,329
-18,414
-9% -$816K 0.3% 55
2025
Q2 		$8.11M Sell
196,743
-26,616
-12% -$986K 0.3% 59
2025
Q1 		$7.8M Sell
223,359
-34,065
-13% -$1.29M 0.32% 55
2024
Q4 		$9.86M Sell
257,424
-21,548
-8% -$812K 0.37% 53
2024
Q3 		$9.88M Sell
278,972
-84,559
-23% -$2.67M 0.37% 56
2024
Q2 		$10.1M Sell
363,531
-55,335
-13% -$1.54M 0.38% 57
2024
Q1 		$11.7M Sell
418,866
-38,463
-8% -$1.04M 0.47% 51
2023
Q4 		$12.2M Sell
457,329
-147,906
-24% -$3.36M 0.56% 47
2023
Q3 		$12.6M Sell
605,235
-124,250
-17% -$2.8M 0.59% 46
2023
Q2 		$16.4M Sell
729,485
-199,903
-22% -$4.24M 0.71% 37
2023
Q1 		$20.2M Sell
929,388
-11,816
-1% -$266K 0.93% 27
2022
Q4 		$19.7M Sell
941,204
-97,035
-9% -$2.18M 0.95% 29
2022
Q3 		$22.9M Sell
1,038,239
-18,928
-2% -$490K 1.12% 26
2022
Q2 		$25.3M Buy
1,057,167
+18,979
+2% +$507K 1.12% 22
2022
Q1 		$31.7M Buy
1,038,188
+22,871
+2% +$684K 1.14% 20
2021
Q4 		$33M Sell
1,015,317
-2,282
-0.2% -$72.2K 1.14% 19
2021
Q3 		$29.3M Sell
1,017,599
-8,012
-0.8% -$234K 1.1% 21
2021
Q2 		$28.2M Sell
1,025,611
-9,840
-1% -$252K 1.09% 20
2021
Q1 		$24.7M Sell
1,035,451
-27,433
-3% -$612K 1.06% 21
2020
Q4 		$23.5M Sell
1,062,884
-18,534
-2% -$371K 1.04% 22
2020
Q3 		$19.1M Buy
1,081,418
+5,950
+0.6% +$106K 0.89% 23
2020
Q2 		$18.9M Buy
1,075,468
+22,658
+2% +$398K 0.98% 22
2020
Q1 		$16.6M Buy
1,052,810
+259,298
+33% +$5.34M 1.02% 21
2019
Q4 		$16.4M Sell
793,512
-182,240
-19% -$3.63M 0.81% 30
2019
Q3 		$18.5M Buy
975,752
+13,773
+1% +$249K 0.99% 24
2019
Q2 		$16.4M Sell
961,979
-17,820
-2% -$301K 0.92% 25
2019
Q1 		$16.3M Sell
979,799
-33,627
-3% -$524K 0.97% 26
2018
Q4 		$13.9M Sell
1,013,426
-19,905
-2% -$297K 0.88% 33
2018
Q3 		$16.4M Buy
1,033,331
+35,466
+4% +$539K 0.91% 33
2018
Q2 		$14.4M Sell
997,865
-23,995
-2% -$343K 0.85% 34
2018
Q1 		$14.2M Buy
1,021,860
+946,542
+1,257% +$13.7M 0.79% 36
2017
Q4 		$1.17M Buy
75,318
+370
+0.5% +$5.59K 0.06% 161
2017
Q3 		$1.1M Buy
+74,948
New +$1.05M 0.06% 144

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

First Foundation Advisors's BN Position: Q1 2026 in Review

First Foundation Advisors reduced its Brookfield (BN) stake by 6.5% in Q1 2026, selling an estimated $489K and leaving 158,450 shares worth $6.41M. The position accounts for 0.26% of the portfolio, ranked #65.

First Foundation Advisors first reported a position in BN in Q3 2017 and has held it in 35 quarters since. The position peaked at $33M in Q4 2021. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • First Foundation Advisors held 158,450 shares of Brookfield worth $6.41M as of Q1 2026.
  • First Foundation Advisors sold 11,028 Brookfield shares in Q1 2026, an estimated $489K.
  • Brookfield made up 0.26% of First Foundation Advisors's portfolio in Q1 2026, its #65 holding.
  • First Foundation Advisors first reported a position in Brookfield in Q3 2017 and has held it in 35 quarters since.
  • First Foundation Advisors's Brookfield position peaked at $33M in Q4 2021.
  • 915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.