Pictet North America Advisors’s Brookfield BN Stock Holding History

Pictet North America Advisors’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	$19.8M	Buy	464,597 +20,563	+5%	+$919K	1.75%	19
2026 Q1	$17.9M	Buy	444,034 +38,375	+9%	+$1.7M	1.78%	18
2025 Q4	$18.7M	Buy	+405,659	New	+$18.5M	1.77%	19
2015 Q3	–	Sell	-42,714	Closed	-$524K	–	86
2015 Q2	$524K	Buy	+42,714	New	+$544K	0.19%	31

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

Pictet North America Advisors's BN Position: Q2 2026 in Review

Pictet North America Advisors increased its Brookfield (BN) stake by 4.6% in Q2 2026, buying an estimated $919K and bringing the position to 464,597 shares worth $19.8M. The position accounts for 1.75% of the portfolio, ranked #19.

Pictet North America Advisors first reported a position in BN in Q2 2015 and has held it in 4 quarters since. 943 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Pictet North America Advisors held 464,597 shares of Brookfield worth $19.8M as of Q2 2026.
Pictet North America Advisors bought 20,563 Brookfield shares in Q2 2026, an estimated $919K.
Brookfield made up 1.75% of Pictet North America Advisors's portfolio in Q2 2026, its #19 holding.
Pictet North America Advisors first reported a position in Brookfield in Q2 2015 and has held it in 4 quarters since.
943 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Pictet North America Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.