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John Overdeck’s Brookfield BN Stock Holding History

John Overdeck’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 		$21.4M Sell
502,553
-87,368
-15% -$3.91M 0.02% 1015
2026
Q1 		$23.9M Buy
+589,921
New +$26.1M 0.02% 845
2021
Q4 		– Sell
-28,673
Closed -$827K – 4302
2021
Q3 		$827K Sell
28,673
-1,023,178
-97% -$29.9M ﹤0.01% 2790
2021
Q2 		$28.9M Buy
1,051,851
+851,768
+426% +$21.8M 0.07% 363
2021
Q1 		$4.76M Sell
200,083
-870,716
-81% -$19.4M 0.01% 1078
2020
Q4 		$23.7M Sell
1,070,799
-1,168,553
-52% -$23.4M 0.07% 315
2020
Q3 		$39.6M Buy
2,239,352
+1,109,998
+98% +$19.8M 0.14% 148
2020
Q2 		$19.9M Buy
+1,129,354
New +$19.8M 0.1% 213
2020
Q1 		– Sell
-713,730
Closed -$14.7M – 3130
2019
Q4 		$14.7M Buy
+713,730
New +$14.2M 0.04% 471
2018
Q1 		– Sell
-358,901
Closed -$5.59M – 3156
2017
Q4 		$5.59M Sell
358,901
-248,311
-41% -$3.75M 0.02% 847
2017
Q3 		$8.96M Buy
+607,212
New +$8.52M 0.03% 561
2017
Q1 		– Sell
-24,359
Closed -$287K – 2911
2016
Q4 		$287K Sell
24,359
-254,768
-91% -$3.11M ﹤0.01% 2768
2016
Q3 		$3.5M Buy
+279,127
New +$3.42M 0.01% 1099
2016
Q2 		– Sell
-753,446
Closed -$9.21M – 2917
2016
Q1 		$9.21M Buy
753,446
+269,922
+56% +$2.91M 0.04% 473
2015
Q4 		$5.36M Buy
483,524
+402,394
+496% +$4.72M 0.03% 644
2015
Q3 		$896K Buy
81,130
+46,686
+136% +$544K ﹤0.01% 1258
2015
Q2 		$423K Sell
34,444
-648,949
-95% -$8.26M ﹤0.01% 2221
2015
Q1 		$8.56M Buy
+683,393
New +$8.47M 0.04% 520
2014
Q3 		– Sell
-55,955
Closed -$577K – 1760
2014
Q2 		$577K Buy
+55,955
New +$560K ﹤0.01% 1546

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

John Overdeck's BN Position: Q2 2026 in Review

John Overdeck reduced its Brookfield (BN) stake by 15% in Q2 2026, selling an estimated $3.91M and leaving 502,553 shares worth $21.4M. The position accounts for 0.02% of the portfolio, ranked #1015.

John Overdeck first reported a position in BN in Q2 2014 and has held it in 19 quarters since. The position peaked at $39.6M in Q3 2020. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • John Overdeck held 502,553 shares of Brookfield worth $21.4M as of Q2 2026.
  • John Overdeck sold 87,368 Brookfield shares in Q2 2026, an estimated $3.91M.
  • Brookfield made up 0.02% of John Overdeck's portfolio in Q2 2026, its #1015 holding.
  • John Overdeck first reported a position in Brookfield in Q2 2014 and has held it in 19 quarters since.
  • John Overdeck's Brookfield position peaked at $39.6M in Q3 2020.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.