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Laird Norton Wetherby Trust Company’s Brookfield BN Stock Holding History

Laird Norton Wetherby Trust Company’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
Q2 		$1.46M Buy
34,302
+1,911
+6% +$85.4K 0.03% 414
2026
Q1 		$1.31M Sell
32,391
-112
-0.3% -$4.96K 0.03% 415
2025
Q4 		$1.49M Buy
+32,503
New +$1.48M 0.03% 392

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Laird Norton Wetherby Trust Company's BN Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its Brookfield (BN) stake by 5.9% in Q2 2026, buying an estimated $85.4K and bringing the position to 34,302 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #414.

Laird Norton Wetherby Trust Company first reported a position in BN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.49M in Q4 2025. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 34,302 shares of Brookfield worth $1.46M as of Q2 2026.
  • Laird Norton Wetherby Trust Company bought 1,911 Brookfield shares in Q2 2026, an estimated $85.4K.
  • Brookfield made up 0.03% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #414 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Brookfield in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's Brookfield position peaked at $1.49M in Q4 2025.
  • 944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.