Partners Capital Investment Group
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Partners Capital Investment Group’s Brookfield BN Stock Holding History

Partners Capital 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
-105,686
Closed -$4.83M – 166
2025
Q3 		$4.83M Hold
105,686
– – 0.19% 61
2025
Q2 		$4.36M Sell
105,686
-139,383
-57% -$5.17M 0.17% 69
2025
Q1 		$8.56M Buy
245,069
+115,110
+89% +$4.35M 0.14% 79
2024
Q4 		$4.98M Sell
129,959
-58,585
-31% -$2.21M 0.14% 64
2024
Q3 		$6.68M Sell
188,544
-11,078
-6% -$350K 0.11% 84
2024
Q2 		$5.53M Buy
199,622
+88,356
+79% +$2.46M 0.09% 91
2024
Q1 		$3.11M Buy
+111,266
New +$3M 0.08% 97
2023
Q2 		– Sell
-1,097
Closed -$23.8K – 223
2023
Q1 		$23.8K Hold
1,097
– – ﹤0.01% 134
2022
Q4 		$23K Sell
1,097
-551,881
-100% -$12.4M ﹤0.01% 138
2022
Q3 		$12.2M Sell
552,978
-3,605
-0.6% -$93.3K 0.72% 38
2022
Q2 		$13.3M Sell
556,583
-226,330
-29% -$6.05M 0.9% 37
2022
Q1 		$23.9M Sell
782,913
-118,238
-13% -$3.54M 1.17% 36
2021
Q4 		$29.3M Buy
+901,151
New +$28.5M 1.36% 29

Other funds holding BN

Partners Value Investments
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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Pershing Square Capital Management
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
Brookfield Corp
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Partners Capital Investment Group's BN Position: Q4 2025 in Review

Partners Capital Investment Group sold out of Brookfield (BN) in Q4 2025, closing a stake of 105,686 shares — an estimated $4.83M sold.

Partners Capital Investment Group first reported a position in BN in Q4 2021 and held it in 13 quarters. The position peaked at $29.3M in Q4 2021. 940 funds tracked by Wall St. Rank hold BN as of Q4 2025.

  • Partners Capital Investment Group reported no remaining Brookfield position as of Q4 2025 after selling out during the quarter.
  • Partners Capital Investment Group sold 105,686 Brookfield shares in Q4 2025, an estimated $4.83M.
  • Partners Capital Investment Group first reported a position in Brookfield in Q4 2021 and held it in 13 quarters.
  • Partners Capital Investment Group's Brookfield position peaked at $29.3M in Q4 2021.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q4 2025.

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