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NFJ Investment Group’s Brookfield BN Stock Holding History

NFJ Investment 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
2025
Q4 		– Sell
-15,945
Closed -$1.01M – 244
2025
Q3 		$1.01M Hold
15,945
– – 0.03% 213
2025
Q2 		$895K Buy
15,945
+10,435
+189% +$387K 0.03% 242
2025
Q1 		$193K Sell
5,510
-3,955
-42% -$149K 0.01% 267
2024
Q4 		$363K Sell
9,465
-3,494
-27% -$132K 0.01% 257
2024
Q3 		$459K Buy
+12,959
New +$409K 0.01% 253
2022
Q1 		– Sell
-24
Closed -$1K – 333
2021
Q4 		$1K Hold
24
– – ﹤0.01% 358
2021
Q3 		$1K Hold
24
– – ﹤0.01% 367
2021
Q2 		$1K Hold
24
– – ﹤0.01% 377
2021
Q1 		$1K Buy
+24
New +$535 ﹤0.01% 367

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

NFJ Investment Group's BN Position: Q4 2025 in Review

NFJ Investment Group sold out of Brookfield (BN) in Q4 2025, closing a stake of 15,945 shares — an estimated $1.01M sold.

NFJ Investment Group first reported a position in BN in Q1 2021 and held it in 9 quarters. The position peaked at $1.01M in Q3 2025. 936 funds tracked by Wall St. Rank hold BN as of Q4 2025.

  • NFJ Investment Group reported no remaining Brookfield position as of Q4 2025 after selling out during the quarter.
  • NFJ Investment Group sold 15,945 Brookfield shares in Q4 2025, an estimated $1.01M.
  • NFJ Investment Group first reported a position in Brookfield in Q1 2021 and held it in 9 quarters.
  • NFJ Investment Group's Brookfield position peaked at $1.01M in Q3 2025.
  • 936 funds tracked by Wall St. Rank held Brookfield as of Q4 2025.

Based on NFJ Investment Group's 13F filing for Q4 2025, filed 13 Feb 2026.