Marex Group’s Brookfield BN Stock Holding History

Marex Group’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	$7.67M	Sell	180,179 -21,165	-11%	-$946K	0.03%	202
2026 Q1	$8.15M	Buy	201,344 +2,302	+1%	+$102K	0.05%	174
2025 Q4	$9.13M	Sell	199,042 -100	-0.1%	-$4.56K	0.06%	164
2025 Q3	$9.1M	Buy	199,142 +160,599	+417%	+$7.12M	0.06%	148
2025 Q2	$1.59M	Sell	38,543 -157,650	-80%	-$5.84M	0.01%	248
2025 Q1	$6.85M	Buy	196,193 +13,793	+8%	+$521K	0.13%	89
2024 Q4	$6.99M	Hold	182,400	–	–	0.12%	88
2024 Q3	$6.46M	Buy	+182,400	New	+$5.76M	0.15%	84

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Marex Group's BN Position: Q2 2026 in Review

Marex Group reduced its Brookfield (BN) stake by 11% in Q2 2026, selling an estimated $946K and leaving 180,179 shares worth $7.67M. The position accounts for 0.03% of the portfolio, ranked #202.

Marex Group first reported a position in BN in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.13M in Q4 2025. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Marex Group held 180,179 shares of Brookfield worth $7.67M as of Q2 2026.
Marex Group sold 21,165 Brookfield shares in Q2 2026, an estimated $946K.
Brookfield made up 0.03% of Marex Group's portfolio in Q2 2026, its #202 holding.
Marex Group first reported a position in Brookfield in Q3 2024 and has held it in 8 quarters since.
Marex Group's Brookfield position peaked at $9.13M in Q4 2025.
941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.