Pinnacle Associates’s Brookfield BN Stock Holding History

Pinnacle Associates’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 Q3	$387K	Buy	10,618 +642	+6%	+$26.5K	﹤0.01%	735
2026 Q2	$425K	Buy	9,976 +4,068	+69%	+$182K	﹤0.01%	738
2026 Q1	$239K	Sell	5,908 -200	-3%	-$8.86K	﹤0.01%	869
2025 Q4	$280K	Buy	+6,108	New	+$279K	﹤0.01%	809
2022 Q1	–	Sell	-8,027	Closed	-$261K	–	789
2021 Q4	$261K	Sell	8,027 -781	-9%	-$24.7K	﹤0.01%	695
2021 Q3	$254K	Hold	8,808	–	–	﹤0.01%	676
2021 Q2	$242K	Buy	+8,808	New	+$226K	﹤0.01%	692
2020 Q1	–	Sell	-11,211	Closed	-$231K	–	664
2019 Q4	$231K	Hold	11,211	–	–	0.01%	646
2019 Q3	$212K	Buy	+11,211	New	+$203K	0.01%	661

Other funds holding BN

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return

Pinnacle Associates's BN Position: Q3 2026 in Review

Pinnacle Associates increased its Brookfield (BN) stake by 6.4% in Q3 2026, buying an estimated $26.5K and bringing the position to 10,618 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Pinnacle Associates first reported a position in BN in Q3 2019 and has held it in 9 quarters since. The position peaked at $425K in Q2 2026. 451 funds tracked by Wall St. Rank hold BN as of Q3 2026.

Pinnacle Associates held 10,618 shares of Brookfield worth $387K as of Q3 2026.
Pinnacle Associates bought 642 Brookfield shares in Q3 2026, an estimated $26.5K.
Brookfield made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #735 holding.
Pinnacle Associates first reported a position in Brookfield in Q3 2019 and has held it in 9 quarters since.
Pinnacle Associates's Brookfield position peaked at $425K in Q2 2026.
451 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.