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Investment Partners Asset Management’s Brookfield BN Stock Holding History

Investment Partners Asset Management’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
-4,540
Closed -$208K – 166
2025
Q4 		$208K Sell
4,540
-1
-0% -$46 0.13% 154
2025
Q3 		$208K Buy
+4,541
New +$201K 0.14% 151

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 $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Investment Partners Asset Management's BN Position: Q1 2026 in Review

Investment Partners Asset Management sold out of Brookfield (BN) in Q1 2026, closing a stake of 4,540 shares — an estimated $208K sold.

Investment Partners Asset Management first reported a position in BN in Q3 2025 and held it in 2 quarters. The position peaked at $208K in Q4 2025. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Investment Partners Asset Management reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
  • Investment Partners Asset Management sold 4,540 Brookfield shares in Q1 2026, an estimated $208K.
  • Investment Partners Asset Management first reported a position in Brookfield in Q3 2025 and held it in 2 quarters.
  • Investment Partners Asset Management's Brookfield position peaked at $208K in Q4 2025.
  • 915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Investment Partners Asset Management's 13F filing for Q1 2026, filed 7 Apr 2026.