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Harbour Investments’s Brookfield BN Stock Holding History

Harbour Investments’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 		$85.8K Sell
2,119
-3,752
-64% -$166K ﹤0.01% 2049
2025
Q4 		$269K Buy
5,871
+162
+3% +$7.39K 0.01% 1142
2025
Q3 		$261K Buy
5,709
+325
+6% +$14.4K 0.01% 1124
2025
Q2 		$222K Hold
5,384
– – 0.01% 1128
2025
Q1 		$188K Hold
5,384
– – 0.01% 1121
2024
Q4 		$206K Hold
5,384
– – 0.01% 1026
2024
Q3 		$191K Hold
5,384
– – 0.01% 1032
2024
Q2 		$149K Hold
5,384
– – 0.01% 1059
2024
Q1 		$150K Hold
5,384
– – 0.01% 1031
2023
Q4 		$144K Hold
5,384
– – 0.01% 990
2023
Q3 		$112K Sell
5,384
-100
-2% -$2.25K 0.01% 1013
2023
Q2 		$123K Sell
5,484
-12
-0.2% -$254 0.01% 974
2023
Q1 		$119K Hold
5,496
– – 0.01% 965
2022
Q4 		$115K Sell
5,496
-1,163
-17% -$26.1K 0.01% 954
2022
Q3 		$160K Hold
6,659
– – 0.01% 782
2022
Q2 		$160K Buy
+6,659
New +$178K 0.01% 782
2021
Q4 		$222K Sell
6,828
-757
-10% -$23.9K 0.01% 678
2021
Q3 		$219K Buy
7,585
+336
+5% +$9.81K 0.01% 980
2021
Q2 		$199K Buy
7,249
+35
+0.5% +$896 0.01% 1046
2021
Q1 		$172K Buy
+7,214
New +$161K 0.01% 1037

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
Principal Financial Group
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Harbour Investments's BN Position: Q1 2026 in Review

Harbour Investments reduced its Brookfield (BN) stake by 64% in Q1 2026, selling an estimated $166K and leaving 2,119 shares worth $85.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

Harbour Investments first reported a position in BN in Q1 2021 and has held it in 20 quarters since. The position peaked at $269K in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Harbour Investments held 2,119 shares of Brookfield worth $85.8K as of Q1 2026.
  • Harbour Investments sold 3,752 Brookfield shares in Q1 2026, an estimated $166K.
  • Brookfield made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2049 holding.
  • Harbour Investments first reported a position in Brookfield in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Brookfield position peaked at $269K in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.