JHA
BN icon

Jackson Hill Advisors’s Brookfield BN Stock Holding History

Jackson Hill 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 		$22.4M Sell
553,000
-92,000
-14% -$4.08M 11.57% 1
2025
Q4 		$29.6M Sell
645,000
-7,500
-1% -$342K 13.73% 1
2025
Q3 		$29.8M Sell
652,500
-48,000
-7% -$2.13M 14.1% 1
2025
Q2 		$28.9M Sell
700,500
-99,000
-12% -$3.67M 14.43% 1
2025
Q1 		$27.9M Buy
799,500
+4,500
+0.6% +$170K 15.29% 1
2024
Q4 		$30.4M Buy
795,000
+43,500
+6% +$1.64M 15.37% 1
2024
Q3 		$26.6M Buy
751,500
+61,500
+9% +$1.94M 13.55% 1
2024
Q2 		$19.1M Buy
690,000
+30,000
+5% +$836K 10.48% 3
2024
Q1 		$18.4M Buy
660,000
+39,000
+6% +$1.05M 10.01% 3
2023
Q4 		$16.6M Sell
621,000
-171,000
-22% -$3.88M 10.22% 3
2023
Q3 		$16.5M Buy
792,000
+73,500
+10% +$1.66M 11.82% 1
2023
Q2 		$16.1M Buy
718,500
+44,250
+7% +$938K 11.32% 2
2023
Q1 		$14.6M Buy
674,250
+96,750
+17% +$2.18M 11.79% 2
2022
Q4 		$12.1M Sell
577,500
-8,838
-2% -$198K 10.47% 4
2022
Q3 		$12.9M Sell
586,338
-21,338
-4% -$552K 11.43% 3
2022
Q2 		$14.6M Hold
607,676
– – 12.7% 3
2022
Q1 		$18.5M Hold
607,676
– – 11.74% 3
2021
Q4 		$19.8M Buy
+607,676
New +$19.2M 11.59% 5

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

Jackson Hill Advisors's BN Position: Q1 2026 in Review

Jackson Hill Advisors reduced its Brookfield (BN) stake by 14% in Q1 2026, selling an estimated $4.08M and leaving 553,000 shares worth $22.4M. The position accounts for 11.57% of the portfolio, ranked #1.

Jackson Hill Advisors first reported a position in BN in Q4 2021 and has held it in 18 quarters since. The position peaked at $30.4M in Q4 2024. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Jackson Hill Advisors held 553,000 shares of Brookfield worth $22.4M as of Q1 2026.
  • Jackson Hill Advisors sold 92,000 Brookfield shares in Q1 2026, an estimated $4.08M.
  • Brookfield made up 11.57% of Jackson Hill Advisors's portfolio in Q1 2026, its #1 holding.
  • Jackson Hill Advisors first reported a position in Brookfield in Q4 2021 and has held it in 18 quarters since.
  • Jackson Hill Advisors's Brookfield position peaked at $30.4M in Q4 2024.
  • 915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Jackson Hill Advisors's 13F filing for Q1 2026, filed 8 May 2026.