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 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 $9.34B 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 $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 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

Marex Group's BN Position: Q1 2026 in Review

Marex Group increased its Brookfield (BN) stake by 1.2% in Q1 2026, buying an estimated $102K and bringing the position to 201,344 shares worth $8.15M. The position accounts for 0.05% of the portfolio, ranked #174.

Marex Group first reported a position in BN in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.13M in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Marex Group held 201,344 shares of Brookfield worth $8.15M as of Q1 2026.
Marex Group bought 2,302 Brookfield shares in Q1 2026, an estimated $102K.
Brookfield made up 0.05% of Marex Group's portfolio in Q1 2026, its #174 holding.
Marex Group first reported a position in Brookfield in Q3 2024 and has held it in 7 quarters since.
Marex Group's Brookfield position peaked at $9.13M in Q4 2025.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.