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Keebeck Wealth Management’s Brookfield BN Stock Holding History

Keebeck Wealth Management’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 		$247K Hold
6,093
– – 0.03% 363
2025
Q4 		$280K Hold
6,093
– – 0.03% 309
2025
Q3 		$279K Hold
6,093
– – 0.03% 313
2025
Q2 		$251K Hold
6,093
– – 0.03% 303
2025
Q1 		$213K Sell
6,093
-923
-13% -$34.9K 0.03% 260
2024
Q4 		$269K Hold
7,016
– – 0.04% 225
2024
Q3 		$249K Buy
+7,016
New +$221K 0.04% 226

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

Keebeck Wealth Management's BN Position: Q1 2026 in Review

Keebeck Wealth Management held its Brookfield (BN) position steady in Q1 2026 at 6,093 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #363.

Keebeck Wealth Management first reported a position in BN in Q3 2024 and has held it in 7 quarters since. The position peaked at $280K in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Keebeck Wealth Management held 6,093 shares of Brookfield worth $247K as of Q1 2026.
  • Keebeck Wealth Management left its Brookfield share count unchanged in Q1 2026.
  • Brookfield made up 0.03% of Keebeck Wealth Management's portfolio in Q1 2026, its #363 holding.
  • Keebeck Wealth Management first reported a position in Brookfield in Q3 2024 and has held it in 7 quarters since.
  • Keebeck Wealth Management's Brookfield position peaked at $280K in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.