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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
Q2 		$1.14M Hold
26,700
– – 0.01% 916
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 $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Jefferies Financial Group's BN Position: Q2 2026 in Review

Jefferies Financial Group sold out of Brookfield (BN) in Q2 2026, closing a stake of 1,774 shares — an estimated $79.3K sold.

Jefferies Financial Group first reported a position in BN in Q4 2022 and held it in 8 quarters. The position peaked at $60.2M in Q1 2023. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Jefferies Financial Group reported no remaining Brookfield position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 1,774 Brookfield shares in Q2 2026, an estimated $79.3K.
  • Jefferies Financial Group first reported a position in Brookfield in Q4 2022 and held it in 8 quarters.
  • Jefferies Financial Group's Brookfield position peaked at $60.2M in Q1 2023.
  • 944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.