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Pittenger & Anderson Inc’s Brookfield BN Stock Holding History

Pittenger & Anderson Inc’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 		$276K Buy
6,478
+1,605
+33% +$71.8K 0.01% 216
2026
Q1 		$197K Buy
4,873
+140
+3% +$6.21K 0.01% 229
2025
Q4 		$217K Buy
4,733
+947
+25% +$43.2K 0.01% 225
2025
Q3 		$173K Buy
3,786
+1,596
+73% +$70.7K 0.01% 233
2025
Q2 		$90.3K Sell
2,190
-206
-9% -$7.63K ﹤0.01% 259
2025
Q1 		$83.7K Buy
2,396
+51
+2% +$1.93K ﹤0.01% 261
2024
Q4 		$89.8K Buy
2,345
+305
+15% +$11.5K ﹤0.01% 269
2024
Q3 		$72.3K Hold
2,040
– – ﹤0.01% 282
2024
Q2 		$56.5K Buy
2,040
+183
+10% +$5.1K ﹤0.01% 293
2024
Q1 		$51.8K Buy
1,857
+930
+100% +$25.1K ﹤0.01% 292
2023
Q4 		$24.8K Sell
927
-273
-23% -$6.2K ﹤0.01% 324
2023
Q3 		$25K Hold
1,200
– – ﹤0.01% 305
2023
Q2 		$26.9K Hold
1,200
– – ﹤0.01% 307
2023
Q1 		$26.1K Buy
1,200
+315
+36% +$7.09K ﹤0.01% 306
2022
Q4 		$18.6K Sell
885
-43
-5% -$964 ﹤0.01% 314
2022
Q3 		$20K Buy
+928
New +$24K ﹤0.01% 312
2020
Q1 		– Sell
-112,151
Closed -$2.31M – 358
2019
Q4 		$2.31M Buy
+112,151
New +$2.24M 0.15% 141

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Pittenger & Anderson Inc's BN Position: Q2 2026 in Review

Pittenger & Anderson Inc increased its Brookfield (BN) stake by 33% in Q2 2026, buying an estimated $71.8K and bringing the position to 6,478 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #216.

Pittenger & Anderson Inc first reported a position in BN in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.31M in Q4 2019. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Pittenger & Anderson Inc held 6,478 shares of Brookfield worth $276K as of Q2 2026.
  • Pittenger & Anderson Inc bought 1,605 Brookfield shares in Q2 2026, an estimated $71.8K.
  • Brookfield made up 0.01% of Pittenger & Anderson Inc's portfolio in Q2 2026, its #216 holding.
  • Pittenger & Anderson Inc first reported a position in Brookfield in Q4 2019 and has held it in 17 quarters since.
  • Pittenger & Anderson Inc's Brookfield position peaked at $2.31M in Q4 2019.
  • 941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.