Michael Gelband’s Brookfield BN Stock Holding History

Michael Gelband’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	-97,500	Closed	-$4.47M	–	1580
2025 Q4	$4.47M	Buy	+97,500	New	+$4.45M	0.04%	511
2025 Q2	–	Sell	-70,200	Closed	-$2.45M	–	1484
2025 Q1	$2.45M	Buy	+70,200	New	+$2.65M	0.02%	632
2023 Q2	–	Sell	-96,899	Closed	-$2.1M	–	1867
2023 Q1	$2.1M	Sell	96,899 -86,707	-47%	-$1.95M	0.02%	852
2022 Q4	$3.85M	Buy	183,606 +100,667	+121%	+$2.26M	0.06%	421
2022 Q3	$1.83M	Buy	82,939 +46,131	+125%	+$1.19M	0.02%	836
2022 Q2	$882K	Sell	36,808 -62,333	-63%	-$1.67M	0.01%	1140
2022 Q1	$3.02M	Buy	+99,141	New	+$2.96M	0.04%	586
2021 Q2	–	Sell	-48,680	Closed	-$1.16M	–	2364
2021 Q1	$1.16M	Buy	48,680 +23,633	+94%	+$527K	0.02%	830
2020 Q4	$553K	Sell	25,047 -61,752	-71%	-$1.24M	0.01%	1182
2020 Q3	$1.54M	Buy	+86,799	New	+$1.55M	0.03%	492
2019 Q2	–	Sell	-67,125	Closed	-$1.12M	–	1108
2019 Q1	$1.12M	Sell	67,125 -15,368	-19%	-$239K	0.08%	174
2018 Q4	$1.13M	Buy	+82,493	New	+$1.23M	0.08%	81

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

Michael Gelband's BN Position: Q1 2026 in Review

Michael Gelband sold out of Brookfield (BN) in Q1 2026, closing a stake of 97,500 shares — an estimated $4.47M sold.

Michael Gelband first reported a position in BN in Q4 2018 and held it in 12 quarters. The position peaked at $4.47M in Q4 2025. 917 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Michael Gelband reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
Michael Gelband sold 97,500 Brookfield shares in Q1 2026, an estimated $4.47M.
Michael Gelband first reported a position in Brookfield in Q4 2018 and held it in 12 quarters.
Michael Gelband's Brookfield position peaked at $4.47M in Q4 2025.
917 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.