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Marshall Investment Management’s Brookfield BN Stock Holding History

Marshall Investment 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
Q2 		$809 Buy
+19
New +$850 ﹤0.01% 442

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Marshall Investment Management's BN Position: Q2 2026 in Review

Marshall Investment Management opened a new position in Brookfield (BN) in Q2 2026: 19 shares worth $809. The stake represents ﹤0.01% of the portfolio and ranks #442 among its holdings.

940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Marshall Investment Management held 19 shares of Brookfield worth $809 as of Q2 2026.
  • Brookfield was a new Marshall Investment Management position in Q2 2026.
  • Brookfield made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #442 holding.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.