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
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 $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mercer Global Advisors's BN Position: Q1 2026 in Review

Mercer Global Advisors increased its Brookfield (BN) stake by 1.3% in Q1 2026, buying an estimated $24.2K and bringing the position to 43,651 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Mercer Global Advisors first reported a position in BN in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.98M in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Mercer Global Advisors held 43,651 shares of Brookfield worth $1.77M as of Q1 2026.
  • Mercer Global Advisors bought 545 Brookfield shares in Q1 2026, an estimated $24.2K.
  • Brookfield made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1252 holding.
  • Mercer Global Advisors first reported a position in Brookfield in Q3 2021 and has held it in 18 quarters since.
  • Mercer Global Advisors's Brookfield position peaked at $1.98M in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.