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Mar Vista Investment Partners’s Brookfield BN Stock Holding History

Mar Vista Investment Partners’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
Q3 		– Sell
-192,684
Closed -$7.95M – 37
2025
Q2 		$7.95M Buy
192,684
+7,498
+4% +$278K 0.61% 32
2025
Q1 		$6.47M Sell
185,186
-94
-0.1% -$3.55K 0.53% 31
2024
Q4 		$7.1M Buy
185,280
+75,984
+70% +$2.86M 0.49% 31
2024
Q3 		$3.87M Buy
109,296
+7,035
+7% +$222K 0.25% 38
2024
Q2 		$2.83M Hold
102,261
– – 0.14% 42
2024
Q1 		$2.85M Hold
102,261
– – 0.12% 42
2023
Q4 		$2.74M Buy
102,261
+7,296
+8% +$166K 0.12% 43
2023
Q3 		$1.98M Hold
94,965
– – 0.09% 43
2023
Q2 		$2.13M Hold
94,965
– – 0.09% 42
2023
Q1 		$2.06M Buy
94,965
+2,913
+3% +$65.6K 0.09% 43
2022
Q4 		$1.93M Sell
92,052
-13,745
-13% -$308K 0.09% 43
2022
Q3 		$2.33M Sell
105,797
-1,607
-1% -$41.6K 0.1% 42
2022
Q2 		$2.57M Buy
107,404
+175
+0.2% +$4.68K 0.11% 45
2022
Q1 		$3.27M Buy
107,229
+17,000
+19% +$508K 0.1% 44
2021
Q4 		$2.94M Sell
90,229
-379
-0.4% -$12K 0.08% 46
2021
Q3 		$2.61M Sell
90,608
-4,652
-5% -$136K 0.07% 46
2021
Q2 		$2.62M Sell
95,260
-666
-0.7% -$17.1K 0.06% 47
2021
Q1 		$2.29M Buy
95,926
+13
+0% +$290 0.05% 48
2020
Q4 		$2.12M Hold
95,913
– – 0.05% 46
2020
Q3 		$1.7M Buy
95,913
+898
+0.9% +$16K 0.04% 44
2020
Q2 		$1.67M Buy
95,015
+93,126
+4,930% +$1.64M 0.05% 43
2020
Q1 		$30K Buy
+1,889
New +$38.9K ﹤0.01% 47

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 $187B AUM 18.48% 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 $123B AUM 34.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Mar Vista Investment Partners's BN Position: Q3 2025 in Review

Mar Vista Investment Partners sold out of Brookfield (BN) in Q3 2025, closing a stake of 192,684 shares — an estimated $7.95M sold.

Mar Vista Investment Partners first reported a position in BN in Q1 2020 and held it in 22 quarters. The position peaked at $7.95M in Q2 2025. 880 funds tracked by Wall St. Rank hold BN as of Q3 2025.

  • Mar Vista Investment Partners reported no remaining Brookfield position as of Q3 2025 after selling out during the quarter.
  • Mar Vista Investment Partners sold 192,684 Brookfield shares in Q3 2025, an estimated $7.95M.
  • Mar Vista Investment Partners first reported a position in Brookfield in Q1 2020 and held it in 22 quarters.
  • Mar Vista Investment Partners's Brookfield position peaked at $7.95M in Q2 2025.
  • 880 funds tracked by Wall St. Rank held Brookfield as of Q3 2025.

Based on Mar Vista Investment Partners's 13F filing for Q3 2025, filed 12 Nov 2025.