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GW&K Investment Management’s Brookfield BN Stock Holding History

GW&K Investment 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 		$40K Buy
+938
New +$41.9K ﹤0.01% 637
2020
Q4 		– Sell
-131
Closed -$2K – 383
2020
Q3 		$2K Buy
+131
New +$2.34K ﹤0.01% 373

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

GW&K Investment Management's BN Position: Q2 2026 in Review

GW&K Investment Management opened a new position in Brookfield (BN) in Q2 2026: 938 shares worth $40K. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: GW&K Investment Management previously reported a position in BN as recently as Q3 2020.

GW&K Investment Management first reported a position in BN in Q3 2020 and has held it in 2 quarters since. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • GW&K Investment Management held 938 shares of Brookfield worth $40K as of Q2 2026.
  • Brookfield was a new GW&K Investment Management position in Q2 2026.
  • Brookfield made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #637 holding.
  • GW&K Investment Management first reported a position in Brookfield in Q3 2020 and has held it in 2 quarters since.
  • 944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.