MV Capital Management’s Brookfield BN Stock Holding History

MV Capital 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	$2.81K	Sell	66 -15	-19%	-$671	﹤0.01%	735
2026 Q1	$3.28K	Buy	81 +56	+224%	+$2.48K	﹤0.01%	683
2025 Q4	$1.15K	Buy	+25	New	+$1.14K	﹤0.01%	792

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

MV Capital Management's BN Position: Q2 2026 in Review

MV Capital Management reduced its Brookfield (BN) stake by 19% in Q2 2026, selling an estimated $671 and leaving 66 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

MV Capital Management first reported a position in BN in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.28K in Q1 2026. 943 funds tracked by Wall St. Rank hold BN as of Q2 2026.

MV Capital Management held 66 shares of Brookfield worth $2.81K as of Q2 2026.
MV Capital Management sold 15 Brookfield shares in Q2 2026, an estimated $671.
Brookfield made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #735 holding.
MV Capital Management first reported a position in Brookfield in Q4 2025 and has held it in 3 quarters since.
MV Capital Management's Brookfield position peaked at $3.28K in Q1 2026.
943 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.