First Manhattan’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $940M | Sell |
23,265,685
-529,456
| -2% | -$23.5M | 2.61% | 6 |
|
|
2025
Q4 | $1.09B | Sell |
23,795,141
-403,723
| -2% | -$18.4M | 2.87% | 6 |
|
|
2025
Q3 | $1.11B | Sell |
24,198,864
-486,077
| -2% | -$21.5M | 2.92% | 6 |
|
|
2025
Q2 | $1.02B | Sell |
24,684,941
-413,628
| -2% | -$15.3M | 2.87% | 5 |
|
|
2025
Q1 | $876M | Sell |
25,098,569
-263,058
| -1% | -$9.94M | 2.55% | 7 |
|
|
2024
Q4 | $973M | Sell |
25,361,627
-337,720
| -1% | -$12.7M | 2.85% | 6 |
|
|
2024
Q3 | $911M | Sell |
25,699,347
-654,438
| -2% | -$20.7M | 2.7% | 5 |
|
|
2024
Q2 | $731M | Sell |
26,353,785
-396,842
| -1% | -$11.1M | 2.34% | 10 |
|
|
2024
Q1 | $747M | Sell |
26,750,627
-174,804
| -0.6% | -$4.71M | 2.42% | 9 |
|
|
2023
Q4 | $720M | Sell |
26,925,431
-555,162
| -2% | -$12.6M | 2.5% | 8 |
|
|
2023
Q3 | $571M | Buy |
27,480,593
+812,327
| +3% | +$18.3M | 2.11% | 8 |
|
|
2023
Q2 | $596M | Buy |
26,668,266
+28,183
| +0.1% | +$597K | 2.18% | 8 |
|
|
2023
Q1 | $577M | Buy |
26,640,083
+2,011,737
| +8% | +$45.3M | 2.21% | 8 |
|
|
2022
Q4 | $514M | Sell |
24,628,346
-5,204,595
| -17% | -$117M | 1.88% | 8 |
|
|
2022
Q3 | $654M | Sell |
29,832,941
-254,704
| -0.8% | -$6.59M | 2.77% | 5 |
|
|
2022
Q2 | $718M | Sell |
30,087,645
-243,822
| -0.8% | -$6.52M | 2.89% | 5 |
|
|
2022
Q1 | $925M | Sell |
30,331,467
-946,023
| -3% | -$28.3M | 3.02% | 4 |
|
|
2021
Q4 | $1.02B | Sell |
31,277,490
-281,190
| -0.9% | -$8.89M | 3.35% | 4 |
|
|
2021
Q3 | $910M | Sell |
31,558,680
-821,817
| -3% | -$24M | 3.35% | 4 |
|
|
2021
Q2 | $890M | Sell |
32,380,497
-888,370
| -3% | -$22.8M | 3.25% | 4 |
|
|
2021
Q1 | $792M | Sell |
33,268,867
-2,132,056
| -6% | -$47.5M | 3.42% | 4 |
|
|
2020
Q4 | $782M | Sell |
35,400,923
-430,720
| -1% | -$8.62M | 3.74% | 4 |
|
|
2020
Q3 | $634M | Buy |
35,831,643
+292,224
| +0.8% | +$5.22M | 3.27% | 4 |
|
|
2020
Q2 | $626M | Sell |
35,539,419
-740,098
| -2% | -$13M | 3.62% | 4 |
|
|
2020
Q1 | $573M | Sell |
36,279,517
-502,157
| -1% | -$10.3M | 3.71% | 4 |
|
|
2019
Q4 | $759M | Sell |
36,781,674
-741,379
| -2% | -$14.8M | 3.81% | 4 |
|
|
2019
Q3 | $711M | Sell |
37,523,053
-365,373
| -1% | -$6.62M | 3.92% | 3 |
|
|
2019
Q2 | $646M | Sell |
37,888,426
-707,202
| -2% | -$12M | 3.59% | 3 |
|
|
2019
Q1 | $642M | Sell |
38,595,628
-814,528
| -2% | -$12.7M | 3.71% | 3 |
|
|
2018
Q4 | $539M | Sell |
39,410,156
-1,450,630
| -4% | -$21.6M | 3.36% | 3 |
|
|
2018
Q3 | $649M | Sell |
40,860,786
-1,062,992
| -3% | -$16.2M | 3.46% | 4 |
|
|
2018
Q2 | $606M | Sell |
41,923,778
-1,507,736
| -3% | -$21.5M | 3.5% | 4 |
|
|
2018
Q1 | $604M | Sell |
43,431,514
-1,618,009
| -4% | -$23.4M | 3.44% | 3 |
|
|
2017
Q4 | $700M | Sell |
45,049,523
-829,741
| -2% | -$12.5M | 3.83% | 2 |
|
|
2017
Q3 | $676M | Sell |
45,879,264
-186,482
| -0.4% | -$2.62M | 3.87% | 2 |
|
|
2017
Q2 | $644M | Buy |
46,065,746
+1,008,330
| +2% | +$13.6M | 3.76% | 2 |
|
|
2017
Q1 | $586M | Sell |
45,057,416
-2,298,577
| -5% | -$29.1M | 3.48% | 2 |
|
|
2016
Q4 | $558M | Sell |
47,355,993
-1,315,409
| -3% | -$16M | 3.39% | 2 |
|
|
2016
Q3 | $611M | Sell |
48,671,402
-831,397
| -2% | -$10.2M | 3.73% | 2 |
|
|
2016
Q2 | $584M | Sell |
49,502,799
-438,017
| -0.9% | -$5.24M | 3.59% | 2 |
|
|
2016
Q1 | $610M | Buy |
49,940,816
+96,823
| +0.2% | +$1.04M | 3.75% | 2 |
|
|
2015
Q4 | $552M | Sell |
49,843,993
-381,535
| -0.8% | -$4.48M | 3.39% | 3 |
|
|
2015
Q3 | $555M | Buy |
50,225,528
+508,719
| +1% | +$5.93M | 3.56% | 3 |
|
|
2015
Q2 | $610M | Sell |
49,716,809
-658,987
| -1% | -$8.39M | 3.6% | 2 |
|
|
2015
Q1 | $632M | Sell |
50,375,796
-887,645
| -2% | -$11M | 3.64% | 2 |
|
|
2014
Q4 | $602M | Sell |
51,263,441
-1,216,318
| -2% | -$13.7M | 3.41% | 2 |
|
|
2014
Q3 | $552M | Sell |
52,479,759
-639,620
| -1% | -$6.88M | 3.21% | 3 |
|
|
2014
Q2 | $547M | Sell |
53,119,379
-1,298,427
| -2% | -$13M | 3.47% | 2 |
|
|
2014
Q1 | $520M | Buy |
54,417,806
+17,957
| +0% | +$164K | 3.43% | 2 |
|
|
2013
Q4 | $495M | Buy |
54,399,849
+833,130
| +2% | +$7.58M | 3.27% | 2 |
|
|
2013
Q3 | $469M | Buy |
53,566,719
+1,103,421
| +2% | +$9.42M | 3.28% | 2 |
|
|
2013
Q2 | $467M | Buy |
+52,463,298
| New | +$449M | 3.21% | 2 |
|
Other funds holding BN
PVI
VCM
PSCM
BC
First Manhattan's BN Position: Q1 2026 in Review
First Manhattan reduced its Brookfield (BN) stake by 2.2% in Q1 2026, selling an estimated $23.5M and leaving 23,265,685 shares worth $940M. The position accounts for 2.61% of the portfolio, ranked #6.
First Manhattan first reported a position in BN in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.11B in Q3 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.
- First Manhattan held 23,265,685 shares of Brookfield worth $940M as of Q1 2026.
- First Manhattan sold 529,456 Brookfield shares in Q1 2026, an estimated $23.5M.
- Brookfield made up 2.61% of First Manhattan's portfolio in Q1 2026, its #6 holding.
- First Manhattan first reported a position in Brookfield in Q2 2013 and has held it in 52 quarters since.
- First Manhattan's Brookfield position peaked at $1.11B in Q3 2025.
- 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.
Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.