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Lawson Kroeker Investment Management’s Brookfield BN Stock Holding History

Lawson Kroeker Investment Management’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 		$6.47M Sell
151,867
-451
-0.3% -$20.2K 1.79% 23
2026
Q1 		$6.16M Sell
152,318
-675
-0.4% -$29.9K 1.8% 22
2025
Q4 		$7.02M Sell
152,993
-24,640
-14% -$1.12M 2.09% 19
2025
Q3 		$8.12M Sell
177,633
-86,583
-33% -$3.84M 1.48% 21
2025
Q2 		$10.9M Sell
264,216
-8,630
-3% -$320K 2.03% 18
2025
Q1 		$9.53M Sell
272,846
-16,195
-6% -$612K 1.76% 18
2024
Q4 		$11.1M Sell
289,041
-17,876
-6% -$673K 2.08% 15
2024
Q3 		$10.9M Sell
306,917
-21,117
-6% -$666K 1.98% 17
2024
Q2 		$9.08M Sell
328,034
-13,104
-4% -$365K 1.75% 20
2024
Q1 		$9.52M Sell
341,138
-53,587
-14% -$1.45M 1.8% 21
2023
Q4 		$10.6M Sell
394,725
-12,186
-3% -$277K 2.17% 16
2023
Q3 		$8.48M Sell
406,911
-1,275
-0.3% -$28.7K 1.87% 18
2023
Q2 		$9.16M Sell
408,186
-22,880
-5% -$485K 2.2% 16
2023
Q1 		$9.37M Sell
431,066
-1,954
-0.5% -$44K 2.1% 18
2022
Q4 		$9.08M Sell
433,020
-104,713
-19% -$2.35M 3.07% 13
2022
Q3 		$11.8M Sell
537,733
-1,321
-0.2% -$34.2K 4.17% 4
2022
Q2 		$12.9M Sell
539,054
-763
-0.1% -$20.4K 4.36% 3
2022
Q1 		$16.5M Sell
539,817
-4,791
-0.9% -$143K 5.18% 3
2021
Q4 		$17.7M Sell
544,608
-3,510
-0.6% -$111K 5.5% 2
2021
Q3 		$15.8M Sell
548,118
-17,258
-3% -$504K 5.24% 2
2021
Q2 		$15.5M Sell
565,376
-9,339
-2% -$239K 4.92% 2
2021
Q1 		$13.7M Sell
574,715
-1,970
-0.3% -$43.9K 4.68% 3
2020
Q4 		$12.7M Sell
576,685
-654
-0.1% -$13.1K 4.78% 3
2020
Q3 		$10.2M Sell
577,339
-1,433
-0.2% -$25.6K 4.56% 6
2020
Q2 		$10.2M Sell
578,772
-1,747
-0.3% -$30.7K 4.81% 2
2020
Q1 		$9.16M Buy
580,519
+841
+0.1% +$17.3K 5.1% 3
2019
Q4 		$12M Sell
579,678
-10,426
-2% -$208K 4.42% 5
2019
Q3 		$11.2M Sell
590,104
-88,132
-13% -$1.6M 4.25% 6
2019
Q2 		$11.6M Sell
678,236
-3,419
-0.5% -$57.8K 3.88% 8
2019
Q1 		$11.3M Sell
681,655
-6,012
-0.9% -$93.6K 4.05% 6
2018
Q4 		$9.41M Sell
687,667
-1,093
-0.2% -$16.3K 3.69% 9
2018
Q3 		$10.9M Buy
688,760
+7,049
+1% +$107K 3.55% 7
2018
Q2 		$9.86M Sell
681,711
-112,642
-14% -$1.61M 3.51% 7
2018
Q1 		$11.1M Buy
794,353
+14,392
+2% +$208K 3.62% 8
2017
Q4 		$12.1M Sell
779,961
-54,132
-6% -$818K 3.9% 5
2017
Q3 		$12.3M Buy
834,093
+12,598
+2% +$177K 3.87% 5
2017
Q2 		$11.5M Buy
821,495
+2,396
+0.3% +$32.2K 3.85% 6
2017
Q1 		$10.7M Buy
819,099
+2,032
+0.2% +$25.8K 3.61% 7
2016
Q4 		$9.62M Buy
817,067
+29,303
+4% +$357K 3.31% 9
2016
Q3 		$9.89M Buy
787,764
+5,143
+0.7% +$63K 3.19% 10
2016
Q2 		$9.23M Sell
782,621
-50,623
-6% -$605K 3.07% 10
2016
Q1 		$10.2M Buy
833,244
+10,636
+1% +$115K 3.5% 9
2015
Q4 		$9.11M Sell
822,608
-20,431
-2% -$240K 3.15% 13
2015
Q3 		$9.31M Buy
+843,039
New +$9.83M 3.12% 11

Other funds holding BN

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Lawson Kroeker Investment Management's BN Position: Q2 2026 in Review

Lawson Kroeker Investment Management reduced its Brookfield (BN) stake by 0.3% in Q2 2026, selling an estimated $20.2K and leaving 151,867 shares worth $6.47M. The position accounts for 1.79% of the portfolio, ranked #23.

Lawson Kroeker Investment Management first reported a position in BN in Q3 2015 and has held it in 44 quarters since. The position peaked at $17.7M in Q4 2021. 498 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Lawson Kroeker Investment Management held 151,867 shares of Brookfield worth $6.47M as of Q2 2026.
  • Lawson Kroeker Investment Management sold 451 Brookfield shares in Q2 2026, an estimated $20.2K.
  • Brookfield made up 1.79% of Lawson Kroeker Investment Management's portfolio in Q2 2026, its #23 holding.
  • Lawson Kroeker Investment Management first reported a position in Brookfield in Q3 2015 and has held it in 44 quarters since.
  • Lawson Kroeker Investment Management's Brookfield position peaked at $17.7M in Q4 2021.
  • 498 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Lawson Kroeker Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.