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Lorne Steinberg Wealth Management’s Brookfield BN Stock Holding History

Lorne Steinberg Wealth 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 		$7.7M Buy
180,569
+19,666
+12% +$879K 1.58% 28
2026
Q1 		$6.52M Buy
160,903
+1,877
+1% +$83.2K 1.54% 32
2025
Q4 		$7.31M Buy
159,026
+2,838
+2% +$129K 1.68% 30
2025
Q3 		$7.14M Buy
156,188
+2,577
+2% +$114K 1.72% 28
2025
Q2 		$6.34M Buy
153,611
+1,418
+0.9% +$52.5K 1.66% 29
2025
Q1 		$5.32M Sell
152,193
-55,965
-27% -$2.12M 1.55% 32
2024
Q4 		$7.97M Buy
208,158
+1,567
+0.8% +$59K 2.31% 16
2024
Q3 		$7.32M Sell
206,591
-999
-0.5% -$31.5K 2.12% 18
2024
Q2 		$5.75M Buy
207,590
+1,065
+0.5% +$29.7K 1.85% 26
2024
Q1 		$5.76M Buy
206,525
+2,802
+1% +$75.6K 1.8% 27
2023
Q4 		$5.45M Buy
203,723
+24,306
+14% +$552K 1.83% 26
2023
Q3 		$0 Buy
179,417
+84,128
+88% +$1.89M ﹤0.01% 70
2023
Q2 		$2.14M Buy
+95,289
New +$2.02M 0.81% 51
2023
Q1 		– Sell
-18,965
Closed -$397K – 68
2022
Q4 		$397K Buy
+18,965
New +$425K 0.17% 61
2021
Q2 		– Sell
-21,858
Closed -$520K – 64
2021
Q1 		$520K Buy
21,858
+598
+3% +$13.3K 0.28% 49
2020
Q4 		$472K Buy
+21,260
New +$426K 0.29% 49

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

Lorne Steinberg Wealth Management's BN Position: Q2 2026 in Review

Lorne Steinberg Wealth Management increased its Brookfield (BN) stake by 12% in Q2 2026, buying an estimated $879K and bringing the position to 180,569 shares worth $7.7M. The position accounts for 1.58% of the portfolio, ranked #28.

Lorne Steinberg Wealth Management first reported a position in BN in Q4 2020 and has held it in 16 quarters since. The position peaked at $7.97M in Q4 2024. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Lorne Steinberg Wealth Management held 180,569 shares of Brookfield worth $7.7M as of Q2 2026.
  • Lorne Steinberg Wealth Management bought 19,666 Brookfield shares in Q2 2026, an estimated $879K.
  • Brookfield made up 1.58% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Lorne Steinberg Wealth Management first reported a position in Brookfield in Q4 2020 and has held it in 16 quarters since.
  • Lorne Steinberg Wealth Management's Brookfield position peaked at $7.97M in Q4 2024.
  • 941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.