Nisa Investment Advisors
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Nisa Investment Advisors’s Brookfield BN Stock Holding History

Nisa Investment Advisors’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
Q1 		$79.8K Buy
1,972
+35
+2% +$1.55K ﹤0.01% 1508
2025
Q4 		$88.9K Buy
1,937
+198
+11% +$9.03K ﹤0.01% 1474
2025
Q3 		$79.5K Hold
1,739
– – ﹤0.01% 1501
2025
Q2 		$71.7K Hold
1,739
– – ﹤0.01% 1505
2025
Q1 		$60.7K Hold
1,739
– – ﹤0.01% 1545
2024
Q4 		$66.6K Hold
1,739
– – ﹤0.01% 1596
2024
Q3 		$61.6K Hold
1,739
– – ﹤0.01% 1587
2024
Q2 		$48.1K Buy
1,739
+675
+63% +$18.8K ﹤0.01% 1683
2024
Q1 		$29.7K Hold
1,064
– – ﹤0.01% 1775
2023
Q4 		$28.4K Hold
1,064
– – ﹤0.01% 1769
2023
Q3 		$22.2K Hold
1,064
– – ﹤0.01% 1986
2023
Q2 		$23.9K Hold
1,064
– – ﹤0.01% 2037
2023
Q1 		$23K Hold
1,064
– – ﹤0.01% 1965
2022
Q4 		$22K Sell
1,064
-252
-19% -$5.65K ﹤0.01% 2027
2022
Q3 		$29K Buy
1,316
+1,299
+7,641% +$33.6K ﹤0.01% 1937
2022
Q2 		$0 Hold
17
– – ﹤0.01% 2382
2022
Q1 		$1K Hold
17
– – ﹤0.01% 2351
2021
Q4 		$0 Hold
17
– – ﹤0.01% 2246
2021
Q3 		$0 Buy
+17
New +$496 ﹤0.01% 2306
2019
Q2 		– Sell
-48,599
Closed -$809K – 2023
2019
Q1 		$809K Buy
+48,599
New +$757K 0.01% 911

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Nisa Investment Advisors's BN Position: Q1 2026 in Review

Nisa Investment Advisors increased its Brookfield (BN) stake by 1.8% in Q1 2026, buying an estimated $1.55K and bringing the position to 1,972 shares worth $79.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Nisa Investment Advisors first reported a position in BN in Q1 2019 and has held it in 20 quarters since. The position peaked at $809K in Q1 2019. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Nisa Investment Advisors held 1,972 shares of Brookfield worth $79.8K as of Q1 2026.
  • Nisa Investment Advisors bought 35 Brookfield shares in Q1 2026, an estimated $1.55K.
  • Brookfield made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1508 holding.
  • Nisa Investment Advisors first reported a position in Brookfield in Q1 2019 and has held it in 20 quarters since.
  • Nisa Investment Advisors's Brookfield position peaked at $809K in Q1 2019.
  • 915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.