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Jefferies Financial Group’s Brookfield BN Stock Holding History

Jefferies Financial Group’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 		$1.08M Buy
+26,700
New +$1.18M 0.01% 898
2024
Q2 		– Sell
-60,000
Closed -$1.67M – 1437
2024
Q1 		$1.67M Sell
60,000
-11,250
-16% -$303K 0.02% 650
2023
Q4 		$1.91M Sell
71,250
-3,750
-5% -$85.1K 0.01% 734
2023
Q3 		$1.56M Hold
75,000
– – 0.01% 690
2023
Q2 		$1.68M Buy
+75,000
New +$1.59M 0.02% 723

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

Jefferies Financial Group's BN Position: Q1 2026 in Review

Jefferies Financial Group reduced its Brookfield (BN) stake by 100% in Q1 2026, selling an estimated $49.5M and leaving 1,774 shares worth $71.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Jefferies Financial Group first reported a position in BN in Q4 2022 and has held it in 8 quarters since. The position peaked at $60.2M in Q1 2023. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Jefferies Financial Group held 1,774 shares of Brookfield worth $71.8K as of Q1 2026.
  • Jefferies Financial Group sold 1,117,226 Brookfield shares in Q1 2026, an estimated $49.5M.
  • Brookfield made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1626 holding.
  • Jefferies Financial Group first reported a position in Brookfield in Q4 2022 and has held it in 8 quarters since.
  • Jefferies Financial Group's Brookfield position peaked at $60.2M in Q1 2023.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.