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Lindbrook Capital’s Brookfield BN Stock Holding History

Lindbrook Capital’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
Q1 		$436K Buy
12,480
+183
+1% +$6.92K 0.04% 242
2024
Q4 		$471K Buy
12,297
+1,123
+10% +$42.3K 0.04% 226
2024
Q3 		$396K Buy
11,174
+116
+1% +$3.66K 0.04% 259
2024
Q2 		$306K Buy
11,058
+46
+0.4% +$1.28K 0.03% 282
2024
Q1 		$307K Buy
11,012
+12
+0.1% +$324 0.03% 282
2023
Q4 		$294K Sell
11,000
-762
-6% -$17.3K 0.03% 278
2023
Q3 		$245K Buy
11,762
+854
+8% +$19.2K 0.03% 280
2023
Q2 		$245K Buy
10,908
+70
+0.6% +$1.48K 0.03% 282
2023
Q1 		$235K Buy
10,838
+71
+0.7% +$1.6K 0.03% 281
2022
Q4 		$226K Sell
10,767
-3,025
-22% -$67.8K 0.03% 302
2022
Q3 		$304K Buy
13,792
+275
+2% +$7.12K 0.05% 205
2022
Q2 		$324K Buy
13,517
+12,732
+1,622% +$340K 0.05% 207
2022
Q1 		$24K Hold
785
– – ﹤0.01% 925
2021
Q4 		$26K Sell
785
-148
-16% -$4.68K ﹤0.01% 924
2021
Q3 		$27K Hold
933
– – 0.01% 636
2021
Q2 		$26K Buy
933
+49
+6% +$1.25K 0.01% 682
2021
Q1 		$21K Sell
884
-560
-39% -$12.5K ﹤0.01% 734
2020
Q4 		$32K Buy
1,444
+446
+45% +$8.93K 0.01% 536
2020
Q3 		$18K Buy
998
+94
+10% +$1.68K 0.01% 637
2020
Q2 		$16K Sell
904
-60
-6% -$1.05K ﹤0.01% 680
2020
Q1 		$15K Sell
964
-135
-12% -$2.78K 0.01% 630
2019
Q4 		$23K Sell
1,099
-14
-1% -$279 0.01% 679
2019
Q3 		$21K Sell
1,113
-151
-12% -$2.73K 0.01% 687
2019
Q2 		$21K Hold
1,264
– – 0.01% 677
2019
Q1 		$21K Sell
1,264
-261
-17% -$4.06K 0.01% 678
2018
Q4 		$20K Buy
+1,525
New +$22.8K 0.01% 606

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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Lindbrook Capital's BN Position: Q1 2025 in Review

Lindbrook Capital increased its Brookfield (BN) stake by 1.5% in Q1 2025, buying an estimated $6.92K and bringing the position to 12,480 shares worth $436K. The position accounts for 0.04% of the portfolio, ranked #242.

Lindbrook Capital first reported a position in BN in Q4 2018 and has held it in 26 quarters since. The position peaked at $471K in Q4 2024. 819 funds tracked by Wall St. Rank hold BN as of Q1 2025.

  • Lindbrook Capital held 12,480 shares of Brookfield worth $436K as of Q1 2025.
  • Lindbrook Capital bought 183 Brookfield shares in Q1 2025, an estimated $6.92K.
  • Brookfield made up 0.04% of Lindbrook Capital's portfolio in Q1 2025, its #242 holding.
  • Lindbrook Capital first reported a position in Brookfield in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Brookfield position peaked at $471K in Q4 2024.
  • 819 funds tracked by Wall St. Rank held Brookfield as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.