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Gould Asset Management’s Brookfield BN Stock Holding History

Gould 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
2026
Q2 		$376K Hold
8,834
– – 0.06% 133
2026
Q1 		$358K Buy
8,834
+310
+4% +$13.7K 0.06% 131
2025
Q4 		$391K Sell
8,524
-14
-0.2% -$638 0.07% 124
2025
Q3 		$390K Hold
8,538
– – 0.07% 123
2025
Q2 		$352K Sell
8,538
-308
-3% -$11.4K 0.07% 124
2025
Q1 		$309K Hold
8,846
– – 0.06% 128
2024
Q4 		$339K Hold
8,846
– – 0.07% 125
2024
Q3 		$313K Hold
8,846
– – 0.07% 129
2024
Q2 		$245K Hold
8,846
– – 0.06% 143
2024
Q1 		$247K Buy
8,846
+63
+0.7% +$1.7K 0.06% 141
2023
Q4 		$235K Buy
+8,783
New +$199K 0.06% 138
2022
Q4 		– Sell
-10,864
Closed -$239K – 159
2022
Q3 		$239K Sell
10,864
-445
-4% -$11.5K 0.08% 102
2022
Q2 		$271K Hold
11,309
– – 0.09% 109
2022
Q1 		$345K Hold
11,309
– – 0.1% 94
2021
Q4 		$368K Sell
11,309
-724
-6% -$22.9K 0.1% 96
2021
Q3 		$347K Buy
12,033
+72
+0.6% +$2.1K 0.11% 87
2021
Q2 		$329K Sell
11,961
-83
-0.7% -$2.13K 0.09% 110
2021
Q1 		$287K Sell
12,044
-651
-5% -$14.5K 0.09% 115
2020
Q4 		$280K Buy
12,695
+804
+7% +$16.1K 0.09% 110
2020
Q3 		$210K Hold
11,891
– – 0.07% 119
2020
Q2 		$209K Buy
+11,891
New +$209K 0.07% 118
2020
Q1 		– Sell
-12,489
Closed -$258K – 128
2019
Q4 		$258K Sell
12,489
-552
-4% -$11K 0.09% 115
2019
Q3 		$247K Hold
13,041
– – 0.09% 119
2019
Q2 		$222K Sell
13,041
-364
-3% -$6.16K 0.08% 131
2019
Q1 		$223K Buy
+13,405
New +$209K 0.08% 123
2018
Q4 		– Sell
-14,064
Closed -$223K – 130
2018
Q3 		$223K Sell
14,064
-440
-3% -$6.69K 0.09% 124
2018
Q2 		$210K Sell
14,504
-1,093
-7% -$15.6K 0.09% 127
2018
Q1 		$217K Buy
15,597
+1,065
+7% +$15.4K 0.1% 128
2017
Q4 		$226K Sell
14,532
-1,435
-9% -$21.7K 0.1% 120
2017
Q3 		$235K Sell
15,967
-421
-3% -$5.91K 0.11% 118
2017
Q2 		$229K Hold
16,388
– – 0.11% 111
2017
Q1 		$213K Buy
+16,388
New +$208K 0.11% 113
2016
Q4 		– Sell
-16,892
Closed -$212K – 114
2016
Q3 		$212K Buy
+16,892
New +$207K 0.11% 97
2016
Q2 		– Sell
-16,579
Closed -$203K – 104
2016
Q1 		$203K Sell
16,579
-1,509
-8% -$16.3K 0.11% 90
2015
Q4 		$200K Sell
18,088
-2,326
-11% -$27.3K 0.11% 91
2015
Q3 		$225K Hold
20,414
– – 0.13% 94
2015
Q2 		$250K Sell
20,414
-4,813
-19% -$61.3K 0.13% 92
2015
Q1 		$317K Sell
25,227
-2,669
-10% -$33.1K 0.16% 74
2014
Q4 		$327K Sell
27,896
-684
-2% -$7.69K 0.16% 70
2014
Q3 		$301K Sell
28,580
-1,260
-4% -$13.6K 0.15% 71
2014
Q2 		$308K Sell
29,840
-2,413
-7% -$24.1K 0.15% 72
2014
Q1 		$308K Buy
32,253
+4,976
+18% +$45.3K 0.16% 67
2013
Q4 		$248K Buy
27,277
+2,435
+10% +$22.2K 0.14% 69
2013
Q3 		$218K Buy
24,842
+640
+3% +$5.46K 0.14% 71
2013
Q2 		$204K Buy
+24,202
New +$207K 0.13% 67

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Gould Asset Management's BN Position: Q2 2026 in Review

Gould Asset Management held its Brookfield (BN) position steady in Q2 2026 at 8,834 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #133.

Gould Asset Management first reported a position in BN in Q2 2013 and has held it in 45 quarters since. The position peaked at $391K in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Gould Asset Management held 8,834 shares of Brookfield worth $376K as of Q2 2026.
  • Gould Asset Management left its Brookfield share count unchanged in Q2 2026.
  • Brookfield made up 0.06% of Gould Asset Management's portfolio in Q2 2026, its #133 holding.
  • Gould Asset Management first reported a position in Brookfield in Q2 2013 and has held it in 45 quarters since.
  • Gould Asset Management's Brookfield position peaked at $391K in Q4 2025.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.