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 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

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Pinnacle Associates's BN Position: Q1 2026 in Review

Pinnacle Associates reduced its Brookfield (BN) stake by 3.3% in Q1 2026, selling an estimated $8.86K and leaving 5,908 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Pinnacle Associates first reported a position in BN in Q3 2019 and has held it in 7 quarters since. The position peaked at $280K in Q4 2025. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Pinnacle Associates held 5,908 shares of Brookfield worth $239K as of Q1 2026.
Pinnacle Associates sold 200 Brookfield shares in Q1 2026, an estimated $8.86K.
Brookfield made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #869 holding.
Pinnacle Associates first reported a position in Brookfield in Q3 2019 and has held it in 7 quarters since.
Pinnacle Associates's Brookfield position peaked at $280K in Q4 2025.
915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.