Plato Investment Management’s Brookfield BN Stock Holding History

Plato Investment Management’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	$192K	Buy	4,763 +502	+12%	+$22.2K	0.01%	405
2025 Q4	$197K	Sell	4,261 -16,081	-79%	-$733K	0.01%	396
2025 Q3	$922K	Sell	20,342 -12,049	-37%	-$534K	0.06%	274
2025 Q2	$1.33M	Sell	32,391 -233	-0.7%	-$8.63K	0.1%	213
2025 Q1	$1.15M	Buy	32,624 +420	+1%	+$15.9K	0.1%	226
2024 Q4	$1.24M	Buy	32,204 +19,920	+162%	+$750K	0.09%	232
2024 Q3	$435K	Buy	+12,284	New	+$388K	0.04%	326

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

Plato Investment Management's BN Position: Q1 2026 in Review

Plato Investment Management increased its Brookfield (BN) stake by 12% in Q1 2026, buying an estimated $22.2K and bringing the position to 4,763 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #405.

Plato Investment Management first reported a position in BN in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q2 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Plato Investment Management held 4,763 shares of Brookfield worth $192K as of Q1 2026.
Plato Investment Management bought 502 Brookfield shares in Q1 2026, an estimated $22.2K.
Brookfield made up 0.01% of Plato Investment Management's portfolio in Q1 2026, its #405 holding.
Plato Investment Management first reported a position in Brookfield in Q3 2024 and has held it in 7 quarters since.
Plato Investment Management's Brookfield position peaked at $1.33M in Q2 2025.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.