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IFC Advisors’s Brookfield BN Stock Holding History

IFC Advisors’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 		$250K Hold
6,178
– – 0.04% 140
2025
Q4 		$284K Sell
6,178
-751
-11% -$34.2K 0.04% 142
2025
Q3 		$317K Sell
6,929
-301
-4% -$13.3K 0.06% 137
2025
Q2 		$298K Buy
7,230
+109
+2% +$4.04K 0.06% 141
2025
Q1 		$249K Buy
+7,121
New +$269K 0.05% 144

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

IFC Advisors's BN Position: Q1 2026 in Review

IFC Advisors held its Brookfield (BN) position steady in Q1 2026 at 6,178 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #140.

IFC Advisors first reported a position in BN in Q1 2025 and has held it in 5 quarters since. The position peaked at $317K in Q3 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • IFC Advisors held 6,178 shares of Brookfield worth $250K as of Q1 2026.
  • IFC Advisors left its Brookfield share count unchanged in Q1 2026.
  • Brookfield made up 0.04% of IFC Advisors's portfolio in Q1 2026, its #140 holding.
  • IFC Advisors first reported a position in Brookfield in Q1 2025 and has held it in 5 quarters since.
  • IFC Advisors's Brookfield position peaked at $317K in Q3 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.