Guerra Pan Advisors’s Brookfield BN Stock Holding History

Guerra Pan 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	$339K	Hold	8,370	–	–	0.21%	83
2025 Q4	$384K	Sell	8,370 -2	-0%	-$91	0.23%	78
2025 Q3	$383K	Hold	8,372	–	–	0.23%	81
2025 Q2	$345K	Hold	8,372	–	–	0.23%	81
2025 Q1	$293K	Hold	8,372	–	–	0.23%	84
2024 Q4	$321K	Buy	+8,372	New	+$315K	0.23%	87

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Guerra Pan Advisors's BN Position: Q1 2026 in Review

Guerra Pan Advisors held its Brookfield (BN) position steady in Q1 2026 at 8,370 shares worth $339K. The position accounts for 0.21% of the portfolio, ranked #83.

Guerra Pan Advisors first reported a position in BN in Q4 2024 and has held it in 6 quarters since. The position peaked at $384K in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Guerra Pan Advisors held 8,370 shares of Brookfield worth $339K as of Q1 2026.
Guerra Pan Advisors left its Brookfield share count unchanged in Q1 2026.
Brookfield made up 0.21% of Guerra Pan Advisors's portfolio in Q1 2026, its #83 holding.
Guerra Pan Advisors first reported a position in Brookfield in Q4 2024 and has held it in 6 quarters since.
Guerra Pan Advisors's Brookfield position peaked at $384K in Q4 2025.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.