Permanent Capital Management’s Brookfield BN Stock Holding History

Permanent 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 Q2	–	Sell	-5,823	Closed	-$263K	–	212
2026 Q1	$263K	Sell	5,823 -1,554	-21%	-$68.9K	0.04%	132
2025 Q4	$339K	Sell	7,377 -2	-0%	-$91	0.07%	102
2025 Q3	$337K	Buy	+7,379	New	+$327K	0.06%	103
2025 Q1	$258K	Hold	7,379	–	–	0.07%	59
2024 Q4	$283K	Buy	+7,379	New	+$278K	0.09%	48
2024 Q2	$304K	Buy	+7,379	New	+$206K	0.06%	107

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Permanent Capital Management's BN Position: Q2 2026 in Review

Permanent Capital Management sold out of Brookfield (BN) in Q2 2026, closing a stake of 5,823 shares — an estimated $263K sold.

Permanent Capital Management first reported a position in BN in Q2 2024 and held it in 6 quarters. The position peaked at $339K in Q4 2025. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Permanent Capital Management reported no remaining Brookfield position as of Q2 2026 after selling out during the quarter.
Permanent Capital Management sold 5,823 Brookfield shares in Q2 2026, an estimated $263K.
Permanent Capital Management first reported a position in Brookfield in Q2 2024 and held it in 6 quarters.
Permanent Capital Management's Brookfield position peaked at $339K in Q4 2025.
944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Permanent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.