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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
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 $9.34B 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 $204B AUM 27.99% 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

Permanent Capital Management's BN Position: Q1 2026 in Review

Permanent Capital Management reduced its Brookfield (BN) stake by 21% in Q1 2026, selling an estimated $68.9K and leaving 5,823 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #132.

Permanent Capital Management first reported a position in BN in Q2 2024 and has held it in 6 quarters since. The position peaked at $339K in Q4 2025. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Permanent Capital Management held 5,823 shares of Brookfield worth $263K as of Q1 2026.
  • Permanent Capital Management sold 1,554 Brookfield shares in Q1 2026, an estimated $68.9K.
  • Brookfield made up 0.04% of Permanent Capital Management's portfolio in Q1 2026, its #132 holding.
  • Permanent Capital Management first reported a position in Brookfield in Q2 2024 and has held it in 6 quarters since.
  • Permanent Capital Management's Brookfield position peaked at $339K in Q4 2025.
  • 915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.