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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 		$494K Buy
+11,600
New +$519K ﹤0.01% 4170

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.