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LGT Group Foundation’s Brookfield BN Stock Holding History

LGT Group Foundation’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 		$367K Hold
8,612
– – ﹤0.01% 238
2026
Q1 		$349K Hold
8,612
– – ﹤0.01% 238
2025
Q4 		$398K Buy
+8,612
New +$393K ﹤0.01% 236
2024
Q2 		– Sell
-3,713
Closed -$104K – 269
2024
Q1 		$104K Buy
+3,713
New +$100K ﹤0.01% 242

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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

LGT Group Foundation's BN Position: Q2 2026 in Review

LGT Group Foundation held its Brookfield (BN) position steady in Q2 2026 at 8,612 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

LGT Group Foundation first reported a position in BN in Q1 2024 and has held it in 4 quarters since. The position peaked at $398K in Q4 2025. 542 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • LGT Group Foundation held 8,612 shares of Brookfield worth $367K as of Q2 2026.
  • LGT Group Foundation left its Brookfield share count unchanged in Q2 2026.
  • Brookfield made up ﹤0.01% of LGT Group Foundation's portfolio in Q2 2026, its #238 holding.
  • LGT Group Foundation first reported a position in Brookfield in Q1 2024 and has held it in 4 quarters since.
  • LGT Group Foundation's Brookfield position peaked at $398K in Q4 2025.
  • 542 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.