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MTM Investment Management’s Brookfield BN Stock Holding History

MTM Investment 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 		$17.7K Hold
415
– – 0.01% 469
2026
Q1 		$16.8K Hold
415
– – 0.01% 458
2025
Q4 		$19K Sell
415
-1
-0.2% -$46 0.01% 445
2025
Q3 		$19K Hold
416
– – 0.01% 455
2025
Q2 		$17.1K Buy
+416
New +$15.4K 0.01% 470

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

MTM Investment Management's BN Position: Q2 2026 in Review

MTM Investment Management held its Brookfield (BN) position steady in Q2 2026 at 415 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #469.

MTM Investment Management first reported a position in BN in Q2 2025 and has held it in 5 quarters since. The position peaked at $19K in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • MTM Investment Management held 415 shares of Brookfield worth $17.7K as of Q2 2026.
  • MTM Investment Management left its Brookfield share count unchanged in Q2 2026.
  • Brookfield made up 0.01% of MTM Investment Management's portfolio in Q2 2026, its #469 holding.
  • MTM Investment Management first reported a position in Brookfield in Q2 2025 and has held it in 5 quarters since.
  • MTM Investment Management's Brookfield position peaked at $19K in Q4 2025.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.