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Oliver Lagore Vanvalin Investment Group’s Brookfield BN Stock Holding History

Oliver Lagore Vanvalin 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
Q2 		$2.15K Buy
+62
New +$2.3K ﹤0.01% 549
2024
Q4 		$1.55K Sell
41
-10
-20% -$377 ﹤0.01% 598
2024
Q3 		$1.8K Sell
51
-102
-67% -$3.22K ﹤0.01% 586
2024
Q2 		$4.22K Buy
153
+1
+0.7% +$28 ﹤0.01% 524
2024
Q1 		$4.25K Buy
+152
New +$4.1K ﹤0.01% 532

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's BN Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Brookfield (BN) in Q2 2025: 62 shares worth $2.15K. The stake represents ﹤0.01% of the portfolio and ranks #549 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in BN as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in BN in Q1 2024 and has held it in 5 quarters since. The position peaked at $4.25K in Q1 2024. 853 funds tracked by Wall St. Rank hold BN as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 62 shares of Brookfield worth $2.15K as of Q2 2025.
  • Brookfield was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Brookfield made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #549 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Brookfield in Q1 2024 and has held it in 5 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Brookfield position peaked at $4.25K in Q1 2024.
  • 853 funds tracked by Wall St. Rank held Brookfield as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.