Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Brookfield BN Stock Holding History

Northwestern Mutual Wealth 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
Q1 		$6.41M Buy
158,339
+13,107
+9% +$581K ﹤0.01% 727
2025
Q4 		$6.66M Sell
145,232
-171,282
-54% -$7.81M ﹤0.01% 682
2025
Q3 		$14.5M Buy
316,514
+17,031
+6% +$755K 0.01% 475
2025
Q2 		$12.3M Buy
299,483
+12,330
+4% +$457K 0.01% 475
2025
Q1 		$10M Sell
287,153
-25,642
-8% -$969K 0.01% 482
2024
Q4 		$12M Sell
312,795
-2,042
-0.6% -$76.9K 0.01% 422
2024
Q3 		$11.2M Buy
314,837
+68,573
+28% +$2.16M 0.01% 433
2024
Q2 		$6.82M Buy
246,264
+10,977
+5% +$306K 0.01% 512
2024
Q1 		$6.57M Buy
235,287
+27,921
+13% +$753K 0.01% 507
2023
Q4 		$5.55M Buy
207,366
+20,979
+11% +$476K 0.01% 514
2023
Q3 		$3.89M Buy
186,387
+24,678
+15% +$556K 0.01% 556
2023
Q2 		$3.63M Sell
161,709
-4,415
-3% -$93.6K ﹤0.01% 566
2023
Q1 		$3.61M Buy
166,124
+92,108
+124% +$2.07M 0.01% 542
2022
Q4 		$1.55M Sell
74,016
-14,729
-17% -$330K ﹤0.01% 734
2022
Q3 		$1.96M Sell
88,745
-35,601
-29% -$922K ﹤0.01% 633
2022
Q2 		$2.98M Sell
124,346
-19,312
-13% -$516K 0.01% 532
2022
Q1 		$4.38M Buy
143,658
+16,258
+13% +$486K 0.01% 466
2021
Q4 		$4.15M Buy
127,400
+111,843
+719% +$3.54M 0.01% 447
2021
Q3 		$449K Buy
15,557
+10,757
+224% +$314K ﹤0.01% 1035
2021
Q2 		$132K Buy
4,800
+732
+18% +$18.7K ﹤0.01% 1479
2021
Q1 		$97K Buy
4,068
+2,340
+135% +$52.2K ﹤0.01% 1502
2020
Q4 		$38K Sell
1,728
-1,026
-37% -$20.5K ﹤0.01% 1733
2020
Q3 		$49K Buy
2,754
+1,293
+89% +$23.1K ﹤0.01% 1514
2020
Q2 		$26K Sell
1,461
-305
-17% -$5.36K ﹤0.01% 1643
2020
Q1 		$28K Sell
1,766
-908
-34% -$18.7K ﹤0.01% 1581
2019
Q4 		$55K Sell
2,674
-1,194
-31% -$23.8K ﹤0.01% 1431
2019
Q3 		$73K Buy
3,868
+622
+19% +$11.3K ﹤0.01% 1283
2019
Q2 		$55K Buy
3,246
+995
+44% +$16.8K ﹤0.01% 1345
2019
Q1 		$37K Sell
2,251
-569
-20% -$8.86K ﹤0.01% 1482
2018
Q4 		$39K Sell
2,820
-1,017
-27% -$15.2K ﹤0.01% 1341
2018
Q3 		$61K Buy
3,837
+586
+18% +$8.9K ﹤0.01% 1226
2018
Q2 		$47K Sell
3,251
-2,593
-44% -$37K ﹤0.01% 1267
2018
Q1 		$81K Sell
5,844
-82,952
-93% -$1.2M ﹤0.01% 1027
2017
Q4 		$1.38M Buy
88,796
+86,733
+4,204% +$1.31M 0.01% 325
2017
Q3 		$30K Buy
2,063
+1,463
+244% +$20.5K ﹤0.01% 1313
2017
Q2 		$8K Buy
+600
New +$8.07K ﹤0.01% 1647
2017
Q1 		– Sell
-2,239
Closed -$26K – 2041
2016
Q4 		$26K Buy
+2,239
New +$27.3K ﹤0.01% 1254
2016
Q1 		– Sell
-3,087
Closed -$34K – 2125
2015
Q4 		$34K Buy
+3,087
New +$36.2K ﹤0.01% 869
2015
Q1 		– Sell
-1,525
Closed -$18K – 1568
2014
Q4 		$18K Buy
1,525
+1,508
+8,871% +$17K ﹤0.01% 906
2014
Q3 		$0 Buy
+17
New +$183 ﹤0.01% 1325
2013
Q3 		– Sell
-316
Closed -$3K – 1351
2013
Q2 		$3K Buy
+316
New +$2.71K ﹤0.01% 1022

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 $187B AUM 18.48% 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

Northwestern Mutual Wealth Management's BN Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Brookfield (BN) stake by 9% in Q1 2026, buying an estimated $581K and bringing the position to 158,339 shares worth $6.41M. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Northwestern Mutual Wealth Management first reported a position in BN in Q2 2013 and has held it in 41 quarters since. The position peaked at $14.5M in Q3 2025. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Northwestern Mutual Wealth Management held 158,339 shares of Brookfield worth $6.41M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 13,107 Brookfield shares in Q1 2026, an estimated $581K.
  • Brookfield made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #727 holding.
  • Northwestern Mutual Wealth Management first reported a position in Brookfield in Q2 2013 and has held it in 41 quarters since.
  • Northwestern Mutual Wealth Management's Brookfield position peaked at $14.5M in Q3 2025.
  • 915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.