Insigneo Advisory Services’s Brookfield BN Stock Holding History

Insigneo Advisory Services’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	$256K	Buy	6,325 +141	+2%	+$6.25K	0.02%	559
2025 Q4	$284K	Buy	6,184 +233	+4%	+$10.6K	0.02%	532
2025 Q3	$272K	Hold	5,951	–	–	0.02%	536
2025 Q2	$245K	Sell	5,951 -15	-0.3%	-$556	0.02%	513
2025 Q1	$208K	Sell	5,966 -5,100	-46%	-$193K	0.02%	515
2024 Q4	$424K	Sell	11,066 -27	-0.2%	-$1.02K	0.04%	332
2024 Q3	$393K	Hold	11,093	–	–	0.04%	370
2024 Q2	$336K	Hold	11,093	–	–	0.04%	379
2024 Q1	$310K	Sell	11,093 -783	-7%	-$21.1K	0.04%	372
2023 Q4	$319K	Hold	11,876	–	–	0.04%	320
2023 Q3	$249K	Buy	+11,876	New	+$268K	0.05%	321

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

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 San Francisco, California $182B AUM 14.68% 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

Insigneo Advisory Services's BN Position: Q1 2026 in Review

Insigneo Advisory Services increased its Brookfield (BN) stake by 2.3% in Q1 2026, buying an estimated $6.25K and bringing the position to 6,325 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #559.

Insigneo Advisory Services first reported a position in BN in Q3 2023 and has held it in 11 quarters since. The position peaked at $424K in Q4 2024. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Insigneo Advisory Services held 6,325 shares of Brookfield worth $256K as of Q1 2026.
Insigneo Advisory Services bought 141 Brookfield shares in Q1 2026, an estimated $6.25K.
Brookfield made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #559 holding.
Insigneo Advisory Services first reported a position in Brookfield in Q3 2023 and has held it in 11 quarters since.
Insigneo Advisory Services's Brookfield position peaked at $424K in Q4 2024.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.