Main Street Research’s Brookfield BN Stock Holding History

Main Street Research’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	–	Sell	-4,628	Closed	-$212K	–	150
2025 Q4	$212K	Buy	+4,628	New	+$211K	0.01%	128

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Main Street Research's BN Position: Q1 2026 in Review

Main Street Research sold out of Brookfield (BN) in Q1 2026, closing a stake of 4,628 shares — an estimated $212K sold.

Main Street Research first reported a position in BN in Q4 2025 and held it in 1 quarter. The position peaked at $212K in Q4 2025. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Main Street Research reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
Main Street Research sold 4,628 Brookfield shares in Q1 2026, an estimated $212K.
Main Street Research first reported a position in Brookfield in Q4 2025 and held it in 1 quarter.
Main Street Research's Brookfield position peaked at $212K in Q4 2025.
915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Main Street Research's 13F filing for Q1 2026, filed 30 Apr 2026.