Jackson Grant Investment Advisers’s Brookfield BN Stock Holding History

Jackson Grant Investment Advisers’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 Q2	$14.9K	Hold	349	–	–	﹤0.01%	276
2026 Q1	$14.1K	Hold	349	–	–	﹤0.01%	280
2025 Q4	$16K	Sell	349 -1	-0.3%	-$46	0.01%	270
2025 Q3	$16K	Hold	350	–	–	0.01%	270
2025 Q2	$14.4K	Hold	350	–	–	0.01%	249
2025 Q1	$12.2K	Hold	350	–	–	﹤0.01%	251
2024 Q4	$13.4K	Hold	350	–	–	0.01%	250
2024 Q3	$12.4K	Hold	350	–	–	﹤0.01%	257
2024 Q2	$9.69K	Hold	350	–	–	﹤0.01%	269
2024 Q1	$9.76K	Hold	350	–	–	﹤0.01%	260
2023 Q4	$9.39K	Hold	350	–	–	﹤0.01%	256
2023 Q3	$7.32K	Hold	350	–	–	﹤0.01%	265
2023 Q2	$7.85K	Hold	350	–	–	﹤0.01%	265
2023 Q1	$7.58K	Buy	+350	New	+$7.88K	﹤0.01%	303

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Jackson Grant Investment Advisers's BN Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Brookfield (BN) position steady in Q2 2026 at 349 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Jackson Grant Investment Advisers first reported a position in BN in Q1 2023 and has held it in 14 quarters since. The position peaked at $16K in Q4 2025. 942 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Jackson Grant Investment Advisers held 349 shares of Brookfield worth $14.9K as of Q2 2026.
Jackson Grant Investment Advisers left its Brookfield share count unchanged in Q2 2026.
Brookfield made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #276 holding.
Jackson Grant Investment Advisers first reported a position in Brookfield in Q1 2023 and has held it in 14 quarters since.
Jackson Grant Investment Advisers's Brookfield position peaked at $16K in Q4 2025.
942 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.