HSBC Holdings’s Brookfield BN Stock Holding History

HSBC Holdings’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
2021 Q1	–	Sell	-27,654	Closed	-$617K	–	2752
2020 Q4	$617K	Buy	+27,654	New	+$554K	﹤0.01%	2039

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 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

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

HSBC Holdings's BN Position: Q4 2025 in Review

HSBC Holdings sold out of Brookfield (BN) in Q4 2025, closing a stake of 976,899 shares — an estimated $29.8M sold.

HSBC Holdings first reported a position in BN in Q2 2013 and held it in 50 quarters. The position peaked at $62.1M in Q2 2021. 937 funds tracked by Wall St. Rank hold BN as of Q4 2025.

HSBC Holdings reported no remaining Brookfield position as of Q4 2025 after selling out during the quarter.
HSBC Holdings sold 976,899 Brookfield shares in Q4 2025, an estimated $29.8M.
HSBC Holdings first reported a position in Brookfield in Q2 2013 and held it in 50 quarters.
HSBC Holdings's Brookfield position peaked at $62.1M in Q2 2021.
937 funds tracked by Wall St. Rank held Brookfield as of Q4 2025.

Based on HSBC Holdings's 13F filing for Q4 2025, filed 6 Mar 2026.