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Forge First Asset Management’s Brookfield BN Stock Holding History

Forge First Asset 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
2025
Q3 		$260K Buy
+2,250
New +$99.7K 0.12% 37

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Forge First Asset Management's BN Position: Q3 2025 in Review

Forge First Asset Management opened a new position in Brookfield (BN) in Q3 2025: 150,000 shares worth $6.86M. The stake represents 3.15% of the portfolio and ranks #12 among its holdings. This is a return to the name: Forge First Asset Management previously reported a position in BN as recently as Q1 2024.

Forge First Asset Management first reported a position in BN in Q1 2023 and has held it in 6 quarters since. The position peaked at $7.2M in Q3 2023. 879 funds tracked by Wall St. Rank hold BN as of Q3 2025.

  • Forge First Asset Management held 150,000 shares of Brookfield worth $6.86M as of Q3 2025.
  • Brookfield was a new Forge First Asset Management position in Q3 2025.
  • Brookfield made up 3.15% of Forge First Asset Management's portfolio in Q3 2025, its #12 holding.
  • Forge First Asset Management first reported a position in Brookfield in Q1 2023 and has held it in 6 quarters since.
  • Forge First Asset Management's Brookfield position peaked at $7.2M in Q3 2023.
  • 879 funds tracked by Wall St. Rank held Brookfield as of Q3 2025.

Based on Forge First Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.