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Harvest Fund Management’s Brookfield BN Stock Holding History

Harvest Fund 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
Q1 		– Sell
-436
Closed -$20K – 534
2025
Q4 		$20K Sell
436
-1
-0.2% -$46 ﹤0.01% 474
2025
Q3 		$20K Buy
437
+410
+1,519% +$18.2K ﹤0.01% 499
2025
Q2 		$1K Hold
27
– – ﹤0.01% 592
2025
Q1 		$1K Sell
27
-266
-91% -$10.1K ﹤0.01% 643
2024
Q4 		$11K Buy
+293
New +$11K ﹤0.01% 662

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

Harvest Fund Management's BN Position: Q1 2026 in Review

Harvest Fund Management sold out of Brookfield (BN) in Q1 2026, closing a stake of 436 shares — an estimated $20K sold.

Harvest Fund Management first reported a position in BN in Q4 2024 and held it in 5 quarters. The position peaked at $20K in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Harvest Fund Management reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
  • Harvest Fund Management sold 436 Brookfield shares in Q1 2026, an estimated $20K.
  • Harvest Fund Management first reported a position in Brookfield in Q4 2024 and held it in 5 quarters.
  • Harvest Fund Management's Brookfield position peaked at $20K in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.