JHP
BN icon

James Hambro & Partners’s Brookfield BN Stock Holding History

James Hambro & Partners’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 		$90.3M Buy
2,119,145
+54,209
+3% +$2.42M 3.26% 15
2026
Q1 		$83.6M Buy
2,064,936
+79,582
+4% +$3.53M 3.28% 16
2025
Q4 		$91.1M Buy
+1,985,354
New +$90.5M 3.26% 18

Other funds holding BN

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return

James Hambro & Partners's BN Position: Q2 2026 in Review

James Hambro & Partners increased its Brookfield (BN) stake by 2.6% in Q2 2026, buying an estimated $2.42M and bringing the position to 2,119,145 shares worth $90.3M. The position accounts for 3.26% of the portfolio, ranked #15.

James Hambro & Partners first reported a position in BN in Q4 2025 and has held it in 3 quarters since. The position peaked at $91.1M in Q4 2025. 355 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • James Hambro & Partners held 2,119,145 shares of Brookfield worth $90.3M as of Q2 2026.
  • James Hambro & Partners bought 54,209 Brookfield shares in Q2 2026, an estimated $2.42M.
  • Brookfield made up 3.26% of James Hambro & Partners's portfolio in Q2 2026, its #15 holding.
  • James Hambro & Partners first reported a position in Brookfield in Q4 2025 and has held it in 3 quarters since.
  • James Hambro & Partners's Brookfield position peaked at $91.1M in Q4 2025.
  • 355 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on James Hambro & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.