HUB Investment Partners’s Brookfield BN Stock Holding History

HUB Investment Partners’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	$933K	Buy	21,911 +6,219	+40%	+$278K	0.02%	468
2026 Q1	$635K	Buy	15,692 +1,012	+7%	+$44.9K	0.02%	471
2025 Q4	$674K	Buy	14,680 +9,788	+200%	+$446K	0.02%	399
2025 Q3	$224K	Sell	4,892 -120	-2%	-$5.32K	0.01%	655
2025 Q2	$207K	Buy	+5,012	New	+$186K	0.01%	622
2025 Q1	–	Sell	-18,002	Closed	-$689K	–	637
2024 Q4	$689K	Buy	+18,002	New	+$678K	0.03%	258
2021 Q2	–	Sell	-20,806	Closed	-$496K	–	218
2021 Q1	$496K	Buy	+20,806	New	+$464K	0.15%	121

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

HUB Investment Partners's BN Position: Q2 2026 in Review

HUB Investment Partners increased its Brookfield (BN) stake by 40% in Q2 2026, buying an estimated $278K and bringing the position to 21,911 shares worth $933K. The position accounts for 0.02% of the portfolio, ranked #468.

HUB Investment Partners first reported a position in BN in Q1 2021 and has held it in 7 quarters since. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

HUB Investment Partners held 21,911 shares of Brookfield worth $933K as of Q2 2026.
HUB Investment Partners bought 6,219 Brookfield shares in Q2 2026, an estimated $278K.
Brookfield made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #468 holding.
HUB Investment Partners first reported a position in Brookfield in Q1 2021 and has held it in 7 quarters since.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.