Polar Asset Management Partners’s Brookfield BN Stock Holding History

Polar Asset Management Partners’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	$75.1M	Buy	+1,763,103	New	+$78.8M	1.24%	12
2020 Q3	–	Sell	-93,424	Closed	-$1.63M	–	597
2020 Q2	$1.63M	Sell	93,424 -32,699	-26%	-$575K	0.03%	281
2020 Q1	$1.33M	Buy	126,123 +58,857	+87%	+$1.21M	0.03%	280
2019 Q4	$1.39M	Buy	+67,266	New	+$1.34M	0.03%	291

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

Polar Asset Management Partners's BN Position: Q2 2026 in Review

Polar Asset Management Partners opened a new position in Brookfield (BN) in Q2 2026: 1,763,103 shares worth $75.1M. The stake represents 1.24% of the portfolio and ranks #12 among its holdings. This is a return to the name: Polar Asset Management Partners previously reported a position in BN as recently as Q2 2020.

Polar Asset Management Partners first reported a position in BN in Q4 2019 and has held it in 4 quarters since. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Polar Asset Management Partners held 1,763,103 shares of Brookfield worth $75.1M as of Q2 2026.
Brookfield was a new Polar Asset Management Partners position in Q2 2026.
Brookfield made up 1.24% of Polar Asset Management Partners's portfolio in Q2 2026, its #12 holding.
Polar Asset Management Partners first reported a position in Brookfield in Q4 2019 and has held it in 4 quarters since.
941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Polar Asset Management Partners's 13F filing for Q2 2026, filed 14 Aug 2026.