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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
Q2 		$27.7M Sell
649,449
-34,640
-5% -$1.55M 2.13% 17
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 $9.8B 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

QV Investors's BN Position: Q2 2026 in Review

QV Investors reduced its Brookfield (BN) stake by 5.1% in Q2 2026, selling an estimated $1.55M and leaving 649,449 shares worth $27.7M. The position accounts for 2.13% of the portfolio, ranked #17.

QV Investors first reported a position in BN in Q3 2018 and has held it in 25 quarters since. The position peaked at $85.8M in Q2 2021. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • QV Investors held 649,449 shares of Brookfield worth $27.7M as of Q2 2026.
  • QV Investors sold 34,640 Brookfield shares in Q2 2026, an estimated $1.55M.
  • Brookfield made up 2.13% of QV Investors's portfolio in Q2 2026, its #17 holding.
  • QV Investors first reported a position in Brookfield in Q3 2018 and has held it in 25 quarters since.
  • QV Investors's Brookfield position peaked at $85.8M in Q2 2021.
  • 941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on QV Investors's 13F filing for Q2 2026, filed 21 Jul 2026.