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Keystone Investors’s Brookfield BN Stock Holding History

Keystone Investors’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
2025
Q2 		– Sell
-51,398
Closed -$1.8M – 51
2025
Q1 		$1.8M Buy
+51,398
New +$1.94M 0.25% 21
2024
Q4 		– Sell
-96,650
Closed -$3.42M – 82
2024
Q3 		$3.42M Sell
96,650
-7,275
-7% -$230K 0.25% 33
2024
Q2 		$2.88M Buy
103,925
+28,265
+37% +$787K 0.24% 37
2024
Q1 		$2.11M Buy
+75,660
New +$2.04M 0.18% 43

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Keystone Investors's BN Position: Q2 2025 in Review

Keystone Investors sold out of Brookfield (BN) in Q2 2025, closing a stake of 51,398 shares — an estimated $1.8M sold.

Keystone Investors first reported a position in BN in Q1 2024 and held it in 4 quarters. The position peaked at $3.42M in Q3 2024. 852 funds tracked by Wall St. Rank hold BN as of Q2 2025.

  • Keystone Investors reported no remaining Brookfield position as of Q2 2025 after selling out during the quarter.
  • Keystone Investors sold 51,398 Brookfield shares in Q2 2025, an estimated $1.8M.
  • Keystone Investors first reported a position in Brookfield in Q1 2024 and held it in 4 quarters.
  • Keystone Investors's Brookfield position peaked at $3.42M in Q3 2024.
  • 852 funds tracked by Wall St. Rank held Brookfield as of Q2 2025.

Based on Keystone Investors's 13F filing for Q2 2025, filed 11 Aug 2025.