McIlrath & Eck’s Brookfield BN Stock Holding History

McIlrath & Eck’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	-54	Closed	-$2.48K	–	1640
2025 Q4	$2.48K	Sell	54 -35	-39%	-$1.6K	﹤0.01%	871
2025 Q3	$4.05K	Hold	89	–	–	﹤0.01%	771
2025 Q2	$3.65K	Hold	89	–	–	﹤0.01%	767
2025 Q1	$3.09K	Hold	89	–	–	﹤0.01%	784
2024 Q4	$3.39K	Hold	89	–	–	﹤0.01%	811
2024 Q3	$3.14K	Hold	89	–	–	﹤0.01%	817
2024 Q2	$2.45K	Hold	89	–	–	﹤0.01%	807
2024 Q1	$2.47K	Hold	89	–	–	﹤0.01%	805
2023 Q4	$2.37K	Hold	89	–	–	﹤0.01%	790
2023 Q3	$1.84K	Hold	89	–	–	﹤0.01%	778
2023 Q2	$1.99K	Hold	89	–	–	﹤0.01%	785
2023 Q1	$1.92K	Hold	89	–	–	﹤0.01%	784
2022 Q4	$1.86K	Sell	89 -20	-18%	-$448	﹤0.01%	758
2022 Q3	$2K	Hold	109	–	–	﹤0.01%	748
2022 Q2	$3K	Sell	109 -140	-56%	-$3.74K	﹤0.01%	679
2022 Q1	$8K	Hold	249	–	–	﹤0.01%	553
2021 Q4	$8K	Hold	249	–	–	﹤0.01%	560
2021 Q3	$7K	Buy	+249	New	+$7.27K	﹤0.01%	568
2021 Q2	–	Sell	-207	Closed	-$5K	–	789
2021 Q1	$5K	Hold	207	–	–	﹤0.01%	582
2020 Q4	$5K	Hold	207	–	–	﹤0.01%	523
2020 Q3	$4K	Hold	207	–	–	﹤0.01%	503
2020 Q2	$4K	Hold	207	–	–	﹤0.01%	497
2020 Q1	$3K	Hold	207	–	–	﹤0.01%	503
2019 Q4	$4K	Hold	207	–	–	﹤0.01%	496
2019 Q3	$4K	Hold	207	–	–	﹤0.01%	475
2019 Q2	$3K	Hold	207	–	–	﹤0.01%	519
2019 Q1	$3K	Buy	+207	New	+$3.22K	﹤0.01%	519

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

McIlrath & Eck's BN Position: Q1 2026 in Review

McIlrath & Eck sold out of Brookfield (BN) in Q1 2026, closing a stake of 54 shares — an estimated $2.48K sold.

McIlrath & Eck first reported a position in BN in Q1 2019 and held it in 27 quarters. The position peaked at $8K in Q1 2022. 917 funds tracked by Wall St. Rank hold BN as of Q1 2026.

McIlrath & Eck reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
McIlrath & Eck sold 54 Brookfield shares in Q1 2026, an estimated $2.48K.
McIlrath & Eck first reported a position in Brookfield in Q1 2019 and held it in 27 quarters.
McIlrath & Eck's Brookfield position peaked at $8K in Q1 2022.
917 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.