Ken Fisher
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Ken Fisher’s Brookfield BN Stock Holding History

Ken Fisher’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 		$888K Sell
21,940
-4,506
-17% -$200K ﹤0.01% 701
2025
Q4 		$1.21M Buy
26,446
+5,080
+24% +$232K ﹤0.01% 648
2025
Q3 		$977K Sell
21,366
-12,305
-37% -$545K ﹤0.01% 692
2025
Q2 		$1.39M Buy
33,671
+13,431
+66% +$498K ﹤0.01% 639
2025
Q1 		$707K Buy
20,240
+5,430
+37% +$205K ﹤0.01% 734
2024
Q4 		$567K Buy
14,810
+383
+3% +$14.4K ﹤0.01% 757
2024
Q3 		$511K Sell
14,427
-428
-3% -$13.5K ﹤0.01% 759
2024
Q2 		$411K Sell
14,855
-277
-2% -$7.72K ﹤0.01% 827
2024
Q1 		$422K Buy
15,132
+949
+7% +$25.6K ﹤0.01% 800
2023
Q4 		$379K Sell
14,183
-1,342
-9% -$30.5K ﹤0.01% 820
2023
Q3 		$324K Buy
15,525
+1,429
+10% +$32.2K ﹤0.01% 922
2023
Q2 		$316K Buy
14,096
+345
+3% +$7.31K ﹤0.01% 946
2023
Q1 		$299K Sell
13,751
-2,896
-17% -$65.2K ﹤0.01% 922
2022
Q4 		$349K Sell
16,647
-1,131
-6% -$25.4K ﹤0.01% 893
2022
Q3 		$392K Sell
17,778
-2,896
-14% -$75K ﹤0.01% 779
2022
Q2 		$495K Sell
20,674
-271
-1% -$7.24K ﹤0.01% 720
2022
Q1 		$639K Buy
20,945
+2,377
+13% +$71.1K ﹤0.01% 692
2021
Q4 		$604K Buy
18,568
+278
+2% +$8.79K ﹤0.01% 729
2021
Q3 		$527K Sell
18,290
-200
-1% -$5.84K ﹤0.01% 725
2021
Q2 		$508K Sell
18,490
-427
-2% -$10.9K ﹤0.01% 716
2021
Q1 		$451K Sell
18,917
-1,433
-7% -$32K ﹤0.01% 720
2020
Q4 		$449K Buy
20,350
+2,751
+16% +$55.1K ﹤0.01% 725
2020
Q3 		$311K Sell
17,599
-1,019
-5% -$18.2K ﹤0.01% 733
2020
Q2 		$328K Sell
18,618
-415
-2% -$7.29K ﹤0.01% 713
2020
Q1 		$301K Buy
19,033
+2,256
+13% +$46.4K ﹤0.01% 683
2019
Q4 		$346K Sell
16,777
-34
-0.2% -$678 ﹤0.01% 699
2019
Q3 		$318K Sell
16,811
-50
-0.3% -$905 ﹤0.01% 735
2019
Q2 		$287K Buy
16,861
+361
+2% +$6.11K ﹤0.01% 737
2019
Q1 		$275K Sell
16,500
-925
-5% -$14.4K ﹤0.01% 721
2018
Q4 		$238K Sell
17,425
-2,264
-11% -$33.8K ﹤0.01% 742
2018
Q3 		$313K Buy
19,689
+1,581
+9% +$24K ﹤0.01% 704
2018
Q2 		$262K Buy
18,108
+1,611
+10% +$23K ﹤0.01% 726
2018
Q1 		$230K Sell
16,497
-1,583
-9% -$22.9K ﹤0.01% 719
2017
Q4 		$281K Buy
18,080
+280
+2% +$4.23K ﹤0.01% 745
2017
Q3 		$262K Buy
17,800
+527
+3% +$7.39K ﹤0.01% 705
2017
Q2 		$242K Buy
17,273
+776
+5% +$10.4K ﹤0.01% 684
2017
Q1 		$215K Buy
+16,497
New +$209K ﹤0.01% 670
2016
Q4 		– Sell
-17,497
Closed -$220K – 740
2016
Q3 		$220K Buy
17,497
+493
+3% +$6.04K ﹤0.01% 672
2016
Q2 		$207K Buy
+17,004
New +$203K ﹤0.01% 661
2016
Q1 		– Sell
-20,363
Closed -$225K – 703
2015
Q4 		$225K Buy
+20,363
New +$239K ﹤0.01% 671
2015
Q3 		– Sell
-17,336
Closed -$213K – 680
2015
Q2 		$213K Sell
17,336
-1,667
-9% -$21.2K ﹤0.01% 550
2015
Q1 		$239K Buy
+19,003
New +$236K ﹤0.01% 520

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

Ken Fisher's BN Position: Q1 2026 in Review

Ken Fisher reduced its Brookfield (BN) stake by 17% in Q1 2026, selling an estimated $200K and leaving 21,940 shares worth $888K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Ken Fisher first reported a position in BN in Q1 2015 and has held it in 42 quarters since. The position peaked at $1.39M in Q2 2025. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Ken Fisher held 21,940 shares of Brookfield worth $888K as of Q1 2026.
  • Ken Fisher sold 4,506 Brookfield shares in Q1 2026, an estimated $200K.
  • Brookfield made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #701 holding.
  • Ken Fisher first reported a position in Brookfield in Q1 2015 and has held it in 42 quarters since.
  • Ken Fisher's Brookfield position peaked at $1.39M in Q2 2025.
  • 915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.