Penserra Capital Management’s Brookfield BN Stock Holding History

Penserra Capital 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	$5K	Hold	138	–	–	﹤0.01%	924
2025 Q4	$6K	Sell	138 -6	-4%	-$274	﹤0.01%	875
2025 Q3	$6K	Sell	144 -50	-26%	-$2.21K	﹤0.01%	861
2025 Q2	$7K	Hold	194	–	–	﹤0.01%	841
2025 Q1	$6K	Hold	194	–	–	﹤0.01%	910
2024 Q4	$7K	Hold	194	–	–	﹤0.01%	1039
2024 Q3	$6K	Buy	194 +9	+5%	+$284	﹤0.01%	920
2024 Q2	$5K	Sell	185 -4	-2%	-$111	﹤0.01%	1059
2024 Q1	$5K	Hold	189	–	–	﹤0.01%	1061
2023 Q4	$5K	Sell	189 -5	-3%	-$114	﹤0.01%	1186
2023 Q3	$4K	Buy	194 +65	+50%	+$1.46K	﹤0.01%	1175
2023 Q2	$2K	Sell	129 -3	-2%	-$64	﹤0.01%	1213
2023 Q1	$2K	Hold	132	–	–	﹤0.01%	980
2022 Q4	$2K	Buy	+132	New	+$2.96K	﹤0.01%	1039

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Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return