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Midway Capital Research & Management’s Brookfield BN Stock Holding History

Midway Capital Research & 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
2026
Q2 		$5.03M Buy
118,064
+1,561
+1% +$69.8K 4% 7
2026
Q1 		$4.71M Buy
116,503
+797
+0.7% +$35.3K 4.45% 6
2025
Q4 		$5.31M Buy
+115,706
New +$5.28M 5.17% 5

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

Midway Capital Research & Management's BN Position: Q2 2026 in Review

Midway Capital Research & Management increased its Brookfield (BN) stake by 1.3% in Q2 2026, buying an estimated $69.8K and bringing the position to 118,064 shares worth $5.03M. The position accounts for 4% of the portfolio, ranked #7.

Midway Capital Research & Management first reported a position in BN in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.31M in Q4 2025. 939 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Midway Capital Research & Management held 118,064 shares of Brookfield worth $5.03M as of Q2 2026.
  • Midway Capital Research & Management bought 1,561 Brookfield shares in Q2 2026, an estimated $69.8K.
  • Brookfield made up 4% of Midway Capital Research & Management's portfolio in Q2 2026, its #7 holding.
  • Midway Capital Research & Management first reported a position in Brookfield in Q4 2025 and has held it in 3 quarters since.
  • Midway Capital Research & Management's Brookfield position peaked at $5.31M in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Midway Capital Research & Management's 13F filing for Q2 2026, filed 14 Jul 2026.