Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Brookfield BN Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-168,720
Closed -$7.71M – 549
2025
Q3 		$7.71M Sell
168,720
-23,189
-12% -$1.03M 0.03% 370
2025
Q2 		$7.91M Buy
191,909
+54,173
+39% +$2.01M 0.03% 359
2025
Q1 		$4.81M Buy
137,736
+44,116
+47% +$1.67M 0.02% 415
2024
Q4 		$3.59M Sell
93,620
-3,103
-3% -$117K 0.02% 467
2024
Q3 		$3.39M Sell
96,723
-4,275
-4% -$135K 0.02% 404
2024
Q2 		$2.8M Sell
100,998
-15,329
-13% -$427K 0.02% 372
2024
Q1 		$3.25M Sell
116,327
-21,007
-15% -$566K 0.04% 252
2023
Q4 		$3.67M Sell
137,334
-9,927
-7% -$225K 0.06% 193
2023
Q3 		$3.07M Sell
147,261
-14,924
-9% -$336K 0.06% 193
2023
Q2 		$3.64M Sell
162,185
-61,993
-28% -$1.31M 0.05% 192
2023
Q1 		$4.86M Sell
224,178
-10,923
-5% -$246K 0.08% 153
2022
Q4 		$4.93M Buy
235,101
+3,579
+2% +$80.2K 0.1% 159
2022
Q3 		$5.1M Buy
231,522
+787
+0.3% +$20.4K 0.12% 138
2022
Q2 		$5.53M Buy
230,735
+20,071
+10% +$536K 0.12% 133
2022
Q1 		$6.42M Sell
210,664
-34,245
-14% -$1.02M 0.12% 128
2021
Q4 		$5.45M Sell
244,909
-5,040
-2% -$159K 0.13% 116
2021
Q3 		$7.21M Sell
249,949
-41,604
-14% -$1.21M 0.14% 103
2021
Q2 		$8.01M Buy
291,553
+39,713
+16% +$1.02M 0.16% 98
2021
Q1 		$6M Buy
251,840
+6,151
+3% +$137K 0.14% 115
2020
Q4 		$5.43M Sell
245,689
-27,424
-10% -$549K 0.13% 111
2020
Q3 		$4.83M Sell
273,113
-7,170
-3% -$128K 0.14% 113
2020
Q2 		$4.93M Buy
280,283
+1,529
+0.5% +$26.9K 0.15% 105
2020
Q1 		$4.4M Buy
278,754
+16,769
+6% +$345K 0.16% 103
2019
Q4 		$5.4M Buy
261,985
+1,247
+0.5% +$24.9K 0.16% 98
2019
Q3 		$4.94M Sell
260,738
-27,136
-9% -$491K 0.16% 100
2019
Q2 		$4.91M Sell
287,874
-11,850
-4% -$200K 0.15% 101
2019
Q1 		$4.99M Buy
+299,724
New +$4.67M 0.16% 97

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Kovitz Investment Group Partners's BN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Brookfield (BN) in Q4 2025, closing a stake of 168,720 shares — an estimated $7.71M sold.

Kovitz Investment Group Partners first reported a position in BN in Q1 2019 and held it in 27 quarters. The position peaked at $8.01M in Q2 2021. 938 funds tracked by Wall St. Rank hold BN as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Brookfield position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 168,720 Brookfield shares in Q4 2025, an estimated $7.71M.
  • Kovitz Investment Group Partners first reported a position in Brookfield in Q1 2019 and held it in 27 quarters.
  • Kovitz Investment Group Partners's Brookfield position peaked at $8.01M in Q2 2021.
  • 938 funds tracked by Wall St. Rank held Brookfield as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.