MML Investors Services
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MML Investors Services’s Brookfield BN Stock Holding History

MML Investors Services’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 		$537K Buy
12,602
+2,183
+21% +$97.6K ﹤0.01% 2417
2026
Q1 		$422K Sell
10,419
-41,438
-80% -$1.84M ﹤0.01% 2334
2025
Q4 		$2.38M Buy
51,857
+18,222
+54% +$831K 0.01% 1280
2025
Q3 		$1.54M Buy
33,635
+14,468
+75% +$641K ﹤0.01% 1466
2025
Q2 		$790K Sell
19,167
-533
-3% -$19.8K ﹤0.01% 1801
2025
Q1 		$688K Sell
19,700
-570
-3% -$21.5K ﹤0.01% 1806
2024
Q4 		$776K Buy
20,270
+212
+1% +$7.99K ﹤0.01% 1669
2024
Q3 		$711K Buy
20,058
+2,020
+11% +$63.8K ﹤0.01% 1656
2024
Q2 		$500K Buy
18,038
+3,500
+24% +$97.5K ﹤0.01% 1790
2024
Q1 		$406K Sell
14,538
-1,284
-8% -$34.6K ﹤0.01% 1917
2023
Q4 		$423K Buy
15,822
+1,287
+9% +$29.2K ﹤0.01% 1843
2023
Q3 		$303K Buy
14,535
+358
+3% +$8.06K ﹤0.01% 1919
2023
Q2 		$318K Buy
14,177
+2,553
+22% +$54.1K ﹤0.01% 1908
2023
Q1 		$253K Sell
11,624
-4,629
-28% -$104K ﹤0.01% 1781
2022
Q4 		$341K Sell
16,253
-2,699
-14% -$60.5K ﹤0.01% 1693
2022
Q3 		$418K Buy
18,952
+3,032
+19% +$78.5K ﹤0.01% 1510
2022
Q2 		$382K Sell
15,920
-2,477
-13% -$66.2K ﹤0.01% 1546
2022
Q1 		$561K Buy
18,397
+1,143
+7% +$34.2K ﹤0.01% 1393
2021
Q4 		$561K Sell
17,254
-1,071
-6% -$33.9K ﹤0.01% 1340
2021
Q3 		$528K Buy
18,325
+5,728
+45% +$167K ﹤0.01% 1313
2021
Q2 		$346K Buy
12,597
+424
+3% +$10.9K ﹤0.01% 1526
2021
Q1 		$290K Buy
12,173
+2,859
+31% +$63.7K ﹤0.01% 1523
2020
Q4 		$206K Buy
+9,314
New +$186K ﹤0.01% 1581

Other funds holding BN

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MML Investors Services's BN Position: Q2 2026 in Review

MML Investors Services increased its Brookfield (BN) stake by 21% in Q2 2026, buying an estimated $97.6K and bringing the position to 12,602 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #2417.

MML Investors Services first reported a position in BN in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.38M in Q4 2025. 520 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • MML Investors Services held 12,602 shares of Brookfield worth $537K as of Q2 2026.
  • MML Investors Services bought 2,183 Brookfield shares in Q2 2026, an estimated $97.6K.
  • Brookfield made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2417 holding.
  • MML Investors Services first reported a position in Brookfield in Q4 2020 and has held it in 23 quarters since.
  • MML Investors Services's Brookfield position peaked at $2.38M in Q4 2025.
  • 520 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.