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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
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 $9.34B 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Lorne Steinberg Wealth Management's BN Position: Q1 2026 in Review

Lorne Steinberg Wealth Management increased its Brookfield (BN) stake by 1.2% in Q1 2026, buying an estimated $83.2K and bringing the position to 160,903 shares worth $6.52M. The position accounts for 1.54% of the portfolio, ranked #32.

Lorne Steinberg Wealth Management first reported a position in BN in Q4 2020 and has held it in 15 quarters since. The position peaked at $7.97M in Q4 2024. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Lorne Steinberg Wealth Management held 160,903 shares of Brookfield worth $6.52M as of Q1 2026.
  • Lorne Steinberg Wealth Management bought 1,877 Brookfield shares in Q1 2026, an estimated $83.2K.
  • Brookfield made up 1.54% of Lorne Steinberg Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Lorne Steinberg Wealth Management first reported a position in Brookfield in Q4 2020 and has held it in 15 quarters since.
  • Lorne Steinberg Wealth Management's Brookfield position peaked at $7.97M in Q4 2024.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.