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 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

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

Pinnacle Associates's BN Position: Q2 2026 in Review

Pinnacle Associates increased its Brookfield (BN) stake by 69% in Q2 2026, buying an estimated $182K and bringing the position to 9,976 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Pinnacle Associates first reported a position in BN in Q3 2019 and has held it in 8 quarters since. 942 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Pinnacle Associates held 9,976 shares of Brookfield worth $425K as of Q2 2026.
Pinnacle Associates bought 4,068 Brookfield shares in Q2 2026, an estimated $182K.
Brookfield made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #738 holding.
Pinnacle Associates first reported a position in Brookfield in Q3 2019 and has held it in 8 quarters since.
942 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.