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QV Investors’s Brookfield BN Stock Holding History

QV Investors’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 		$27.6M Buy
684,089
+258,252
+61% +$11.4M 2.24% 17
2025
Q4 		$19.6M Sell
425,837
-31,914
-7% -$1.46M 1.6% 19
2025
Q3 		$20.9M Buy
+457,751
New +$20.3M 1.81% 19
2025
Q2 		– Sell
-561,596
Closed -$19.6M – 64
2025
Q1 		$19.6M Sell
561,596
-9,756
-2% -$369K 1.98% 14
2024
Q4 		$21.9M Sell
571,352
-135
-0% -$5.09K 2.26% 17
2024
Q3 		$20.3M Sell
571,487
-250,419
-30% -$7.9M 1.79% 21
2024
Q2 		$22.8M Sell
821,906
-7,812
-0.9% -$218K 2.14% 17
2024
Q1 		$23.2M Sell
829,718
-139,525
-14% -$3.76M 2.01% 20
2023
Q4 		$26M Sell
969,243
-17,091
-2% -$388K 2.35% 14
2023
Q3 		$20.7M Sell
986,334
-2,310
-0.2% -$52K 2.14% 16
2023
Q2 		$22.2M Sell
988,644
-25,014
-2% -$530K 2% 17
2023
Q1 		$22M Buy
+1,013,658
New +$22.8M 2.05% 19
2022
Q4 		– Sell
-1,844,708
Closed -$40.9M – 70
2022
Q3 		$40.9M Sell
1,844,708
-44,792
-2% -$1.16M 3.95% 5
2022
Q2 		$45.2M Buy
1,889,500
+173,068
+10% +$4.62M 4.12% 6
2022
Q1 		$52.3M Sell
1,716,432
-63,627
-4% -$1.9M 3.72% 9
2021
Q4 		$58M Sell
1,780,059
-261,880
-13% -$8.28M 4.04% 6
2021
Q3 		$59M Sell
2,041,939
-1,076,132
-35% -$31.4M 4.47% 2
2021
Q2 		$85.8M Buy
+3,118,071
New +$79.9M 5.24% 2
2021
Q1 		– Sell
-3,057,557
Closed -$67.6M – 69
2020
Q4 		$67.6M Buy
3,057,557
+991,917
+48% +$19.9M 4.44% 8
2020
Q3 		$36.5M Sell
2,065,640
-93,193
-4% -$1.67M 2.48% 14
2020
Q2 		$37.9M Buy
2,158,833
+747,534
+53% +$13.1M 2.54% 14
2020
Q1 		$22.1M Buy
+1,411,299
New +$29M 1.89% 14
2019
Q1 		– Sell
-420
Closed -$8K – 44
2018
Q4 		$8K Hold
420
– – ﹤0.01% 44
2018
Q3 		$9K Buy
+420
New +$6.38K ﹤0.01% 50

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

QV Investors's BN Position: Q1 2026 in Review

QV Investors increased its Brookfield (BN) stake by 61% in Q1 2026, buying an estimated $11.4M and bringing the position to 684,089 shares worth $27.6M. The position accounts for 2.24% of the portfolio, ranked #17.

QV Investors first reported a position in BN in Q3 2018 and has held it in 24 quarters since. The position peaked at $85.8M in Q2 2021. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • QV Investors held 684,089 shares of Brookfield worth $27.6M as of Q1 2026.
  • QV Investors bought 258,252 Brookfield shares in Q1 2026, an estimated $11.4M.
  • Brookfield made up 2.24% of QV Investors's portfolio in Q1 2026, its #17 holding.
  • QV Investors first reported a position in Brookfield in Q3 2018 and has held it in 24 quarters since.
  • QV Investors's Brookfield position peaked at $85.8M in Q2 2021.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on QV Investors's 13F filing for Q1 2026, filed 23 Apr 2026.