Investment House LLC’s Brookfield BN Stock Holding History

Investment House LLC’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	–	Sell	-72,894	Closed	-$3.35M	–	227
2025 Q4	$3.35M	Buy	72,894 +795	+1%	+$36.3K	0.16%	95
2025 Q3	$3.3M	Buy	72,099 +2,007	+3%	+$88.9K	0.16%	101
2025 Q2	$2.89M	Buy	+70,092	New	+$2.6M	0.15%	107
2023 Q3	–	Sell	-45,300	Closed	-$1.02M	–	182
2023 Q2	$1.02M	Buy	+45,300	New	+$960K	0.08%	117
2019 Q3	–	Sell	-24,202	Closed	-$413K	–	198
2019 Q2	$413K	Buy	+24,202	New	+$409K	0.04%	147

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 $204B AUM 27.99% 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

Investment House LLC's BN Position: Q1 2026 in Review

Investment House LLC sold out of Brookfield (BN) in Q1 2026, closing a stake of 72,894 shares — an estimated $3.35M sold.

Investment House LLC first reported a position in BN in Q2 2019 and held it in 5 quarters. The position peaked at $3.35M in Q4 2025. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Investment House LLC reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
Investment House LLC sold 72,894 Brookfield shares in Q1 2026, an estimated $3.35M.
Investment House LLC first reported a position in Brookfield in Q2 2019 and held it in 5 quarters.
Investment House LLC's Brookfield position peaked at $3.35M in Q4 2025.
915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Investment House LLC's 13F filing for Q1 2026, filed 29 Apr 2026.