Mercer Global Advisors
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Mercer Global Advisors’s Brookfield BN Stock Holding History

Mercer Global Advisors’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 		$1.82M Sell
42,779
-872
-2% -$39K ﹤0.01% 1390
2026
Q1 		$1.77M Buy
43,651
+545
+1% +$24.2K ﹤0.01% 1252
2025
Q4 		$1.98M Buy
43,106
+8,139
+23% +$371K ﹤0.01% 1104
2025
Q3 		$1.6M Buy
34,967
+11,265
+48% +$499K ﹤0.01% 1136
2025
Q2 		$977K Sell
23,702
-1,180
-5% -$43.7K ﹤0.01% 1236
2025
Q1 		$869K Buy
24,882
+5,146
+26% +$195K ﹤0.01% 1204
2024
Q4 		$756K Sell
19,736
-23,395
-54% -$881K ﹤0.01% 1231
2024
Q3 		$1.53M Sell
43,131
-1,235
-3% -$39K ﹤0.01% 857
2024
Q2 		$1.23M Buy
44,366
+7,872
+22% +$219K ﹤0.01% 879
2024
Q1 		$1.02M Sell
36,494
-2,956
-7% -$79.7K ﹤0.01% 953
2023
Q4 		$1.05M Buy
39,450
+16,195
+70% +$368K ﹤0.01% 952
2023
Q3 		$485K Buy
23,255
+2,322
+11% +$52.3K ﹤0.01% 1266
2023
Q2 		$470K Buy
20,933
+2,054
+11% +$43.5K ﹤0.01% 1261
2023
Q1 		$410K Buy
+18,879
New +$425K ﹤0.01% 1311
2022
Q4 		– Sell
-11,456
Closed -$252K – 1936
2022
Q3 		$252K Buy
11,456
+1,282
+13% +$33.2K ﹤0.01% 1516
2022
Q2 		$244K Sell
10,174
-1,616
-14% -$43.2K ﹤0.01% 1524
2022
Q1 		$361K Buy
11,790
+2,661
+29% +$79.6K ﹤0.01% 1412
2021
Q4 		$297K Sell
9,129
-2,227
-20% -$70.4K ﹤0.01% 1471
2021
Q3 		$327K Buy
+11,356
New +$332K ﹤0.01% 1390

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

Mercer Global Advisors's BN Position: Q2 2026 in Review

Mercer Global Advisors reduced its Brookfield (BN) stake by 2% in Q2 2026, selling an estimated $39K and leaving 42,779 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Mercer Global Advisors first reported a position in BN in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.98M in Q4 2025. 942 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Mercer Global Advisors held 42,779 shares of Brookfield worth $1.82M as of Q2 2026.
  • Mercer Global Advisors sold 872 Brookfield shares in Q2 2026, an estimated $39K.
  • Brookfield made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1390 holding.
  • Mercer Global Advisors first reported a position in Brookfield in Q3 2021 and has held it in 19 quarters since.
  • Mercer Global Advisors's Brookfield position peaked at $1.98M in Q4 2025.
  • 942 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.