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Rehmann Capital Advisory Group’s Brookfield BN Stock Holding History

Rehmann Capital Advisory Group’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 		– Sell
-6,292
Closed -$289K – 681
2025
Q4 		$289K Sell
6,292
-554
-8% -$25.3K 0.02% 543
2025
Q3 		$313K Sell
6,846
-53
-0.8% -$2.35K 0.02% 492
2025
Q2 		$284K Hold
6,899
– – 0.02% 485
2025
Q1 		$241K Sell
6,899
-45
-0.6% -$1.7K 0.02% 536
2024
Q4 		$266K Buy
6,944
+140
+2% +$5.27K 0.02% 503
2024
Q3 		$241K Buy
+6,804
New +$215K 0.02% 525
2024
Q1 		– Sell
-7,497
Closed -$201K – 573
2023
Q4 		$201K Buy
+7,497
New +$170K 0.02% 533
2019
Q2 		– Sell
-1,788
Closed -$29.8K – 2079
2019
Q1 		$29.8K Hold
1,788
– – ﹤0.01% 986
2018
Q4 		$24.5K Buy
1,788
+445
+33% +$6.64K ﹤0.01% 808
2018
Q3 		$21.3K Sell
1,343
-1,376
-51% -$20.9K ﹤0.01% 1096
2018
Q2 		$39.3K Buy
2,719
+1,262
+87% +$18K 0.01% 867
2018
Q1 		$20K Buy
+1,457
New +$21.1K ﹤0.01% 1072

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

Rehmann Capital Advisory Group's BN Position: Q1 2026 in Review

Rehmann Capital Advisory Group sold out of Brookfield (BN) in Q1 2026, closing a stake of 6,292 shares — an estimated $289K sold.

Rehmann Capital Advisory Group first reported a position in BN in Q1 2018 and held it in 12 quarters. The position peaked at $313K in Q3 2025. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Rehmann Capital Advisory Group reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 6,292 Brookfield shares in Q1 2026, an estimated $289K.
  • Rehmann Capital Advisory Group first reported a position in Brookfield in Q1 2018 and held it in 12 quarters.
  • Rehmann Capital Advisory Group's Brookfield position peaked at $313K in Q3 2025.
  • 915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.