Meixler Investment Management’s Brookfield BN Stock Holding History

Meixler 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
2025 Q2	–	Sell	-15,875	Closed	-$555K	–	109
2025 Q1	$555K	Sell	15,875 -789	-5%	-$29.8K	0.38%	49
2024 Q4	$638K	Sell	16,664 -259	-2%	-$9.76K	0.47%	41
2024 Q3	$600K	Sell	16,923 -1,821	-10%	-$57.5K	0.44%	41
2024 Q2	$519K	Sell	18,744 -1,221	-6%	-$34K	0.4%	42
2024 Q1	$557K	Sell	19,965 -4,359	-18%	-$118K	0.42%	44
2023 Q4	$651K	Sell	24,324 -21,732	-47%	-$493K	0.54%	41
2023 Q3	$960K	Sell	46,056 -2,981	-6%	-$67.1K	0.86%	28
2023 Q2	$1.1M	Sell	49,037 -465	-0.9%	-$9.86K	1.02%	21
2023 Q1	$1.08M	Buy	49,502 +6,588	+15%	+$148K	1.04%	18
2022 Q4	$900K	Buy	+42,914	New	+$962K	0.9%	20

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Meixler Investment Management's BN Position: Q2 2025 in Review

Meixler Investment Management sold out of Brookfield (BN) in Q2 2025, closing a stake of 15,875 shares — an estimated $555K sold.

Meixler Investment Management first reported a position in BN in Q4 2022 and held it in 10 quarters. The position peaked at $1.1M in Q2 2023. 852 funds tracked by Wall St. Rank hold BN as of Q2 2025.

Meixler Investment Management reported no remaining Brookfield position as of Q2 2025 after selling out during the quarter.
Meixler Investment Management sold 15,875 Brookfield shares in Q2 2025, an estimated $555K.
Meixler Investment Management first reported a position in Brookfield in Q4 2022 and held it in 10 quarters.
Meixler Investment Management's Brookfield position peaked at $1.1M in Q2 2023.
852 funds tracked by Wall St. Rank held Brookfield as of Q2 2025.

Based on Meixler Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.