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IEQ Capital’s Brookfield BN Stock Holding History

IEQ Capital’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 		$1.75M Buy
43,124
+4,200
+11% +$186K 0.01% 822
2025
Q4 		$1.79M Buy
38,924
+5,115
+15% +$233K 0.01% 834
2025
Q3 		$1.55M Buy
33,809
+17,282
+105% +$766K ﹤0.01% 850
2025
Q2 		$681K Buy
16,527
+7,344
+80% +$272K ﹤0.01% 1002
2025
Q1 		$321K Sell
9,183
-468
-5% -$17.7K ﹤0.01% 1157
2024
Q4 		$370K Buy
9,651
+687
+8% +$25.9K ﹤0.01% 950
2024
Q3 		$318K Buy
+8,964
New +$283K ﹤0.01% 908
2022
Q2 		– Sell
-7,546
Closed -$230K – 804
2022
Q1 		$230K Buy
+7,546
New +$226K 0.01% 719

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

IEQ Capital's BN Position: Q1 2026 in Review

IEQ Capital increased its Brookfield (BN) stake by 11% in Q1 2026, buying an estimated $186K and bringing the position to 43,124 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #822.

IEQ Capital first reported a position in BN in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.79M in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • IEQ Capital held 43,124 shares of Brookfield worth $1.75M as of Q1 2026.
  • IEQ Capital bought 4,200 Brookfield shares in Q1 2026, an estimated $186K.
  • Brookfield made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #822 holding.
  • IEQ Capital first reported a position in Brookfield in Q1 2022 and has held it in 8 quarters since.
  • IEQ Capital's Brookfield position peaked at $1.79M in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.