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Newbridge Financial Services Group’s Brookfield BN Stock Holding History

Newbridge Financial Services Group’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 		$4.47K Hold
105
– – ﹤0.01% 981
2026
Q1 		$4.25K Hold
105
– – ﹤0.01% 936
2025
Q4 		$4.82K Buy
+105
New +$4.79K ﹤0.01% 904

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

Newbridge Financial Services Group's BN Position: Q2 2026 in Review

Newbridge Financial Services Group held its Brookfield (BN) position steady in Q2 2026 at 105 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Newbridge Financial Services Group first reported a position in BN in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.82K in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Newbridge Financial Services Group held 105 shares of Brookfield worth $4.47K as of Q2 2026.
  • Newbridge Financial Services Group left its Brookfield share count unchanged in Q2 2026.
  • Brookfield made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #981 holding.
  • Newbridge Financial Services Group first reported a position in Brookfield in Q4 2025 and has held it in 3 quarters since.
  • Newbridge Financial Services Group's Brookfield position peaked at $4.82K in Q4 2025.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.