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Johnson Financial Group Inc (Wisconsin)’s Brookfield BN Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$32.8K Hold
770
– – ﹤0.01% 519
2026
Q1 		$31.1K Sell
770
-1,681
-69% -$74.5K ﹤0.01% 526
2025
Q4 		$113K Sell
2,451
-1,005
-29% -$45.8K ﹤0.01% 400
2025
Q3 		$158K Buy
3,456
+2,685
+348% +$119K 0.01% 386
2025
Q2 		$31.8K Sell
771
-450
-37% -$16.7K ﹤0.01% 497
2025
Q1 		$42.6K Sell
1,221
-434
-26% -$16.4K ﹤0.01% 642
2024
Q4 		$67.7K Buy
1,655
+477
+40% +$18K ﹤0.01% 437
2024
Q3 		$41.7K Buy
+1,178
New +$37.2K ﹤0.01% 536
2023
Q4 		– Sell
-3,894
Closed -$81.6K – 932
2023
Q3 		$81.6K Hold
3,894
– – 0.01% 333
2023
Q2 		$87.4K Buy
+3,894
New +$82.5K 0.01% 340
2021
Q2 		– Sell
-280
Closed -$7K – 768
2021
Q1 		$7K Buy
+280
New +$6.24K ﹤0.01% 562
2019
Q4 		– Sell
-126
Closed -$2K – 522
2019
Q3 		$2K Buy
+126
New +$2.28K ﹤0.01% 518
2017
Q4 		– Sell
-210
Closed -$3K – 595
2017
Q3 		$3K Hold
210
– – ﹤0.01% 517
2017
Q2 		$3K Buy
+210
New +$2.83K ﹤0.01% 523
2016
Q4 		– Sell
-1,135
Closed -$14K – 668
2016
Q3 		$14K Hold
1,135
– – ﹤0.01% 549
2016
Q2 		$13K Sell
1,135
-873
-43% -$10.4K ﹤0.01% 644
2016
Q1 		$25K Buy
2,008
+855
+74% +$9.21K 0.01% 467
2015
Q4 		$13K Hold
1,153
– – ﹤0.01% 602
2015
Q3 		$13K Hold
1,153
– – ﹤0.01% 622
2015
Q2 		$14K Hold
1,153
– – ﹤0.01% 643
2015
Q1 		$14K Hold
1,153
– – ﹤0.01% 653
2014
Q4 		$14K Hold
1,153
– – ﹤0.01% 618
2014
Q3 		$12K Buy
+1,153
New +$12.4K ﹤0.01% 597

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

Johnson Financial Group Inc (Wisconsin)'s BN Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Brookfield (BN) position steady in Q2 2026 at 770 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Johnson Financial Group Inc (Wisconsin) first reported a position in BN in Q3 2014 and has held it in 23 quarters since. The position peaked at $158K in Q3 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 770 shares of Brookfield worth $32.8K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) left its Brookfield share count unchanged in Q2 2026.
  • Brookfield made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #519 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Brookfield in Q3 2014 and has held it in 23 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Brookfield position peaked at $158K in Q3 2025.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.