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L & S Advisors’s Brookfield BN Stock Holding History

L & S Advisors’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 		– Sell
-57,644
Closed -$2.65M – 235
2025
Q4 		$2.65M Buy
57,644
+2,103
+4% +$95.9K 0.24% 114
2025
Q3 		$2.54M Buy
+55,541
New +$2.46M 0.24% 103

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

L & S Advisors's BN Position: Q1 2026 in Review

L & S Advisors sold out of Brookfield (BN) in Q1 2026, closing a stake of 57,644 shares — an estimated $2.65M sold.

L & S Advisors first reported a position in BN in Q3 2025 and held it in 2 quarters. The position peaked at $2.65M in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • L & S Advisors reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
  • L & S Advisors sold 57,644 Brookfield shares in Q1 2026, an estimated $2.65M.
  • L & S Advisors first reported a position in Brookfield in Q3 2025 and held it in 2 quarters.
  • L & S Advisors's Brookfield position peaked at $2.65M in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.