Rinkey Investments’s Brookfield BN Stock Holding History

Rinkey Investments’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	$1.81M	Sell	42,547 -2,170	-5%	-$97K	0.43%	40
2026 Q1	$1.81M	Hold	44,717	–	–	0.46%	38
2025 Q4	$2.05M	Buy	44,717 +12,609	+39%	+$575K	0.52%	32
2025 Q3	$1.47M	Hold	32,108	–	–	0.39%	41
2025 Q2	$1.32M	Hold	32,108	–	–	0.4%	39
2025 Q1	$1.12M	Hold	32,108	–	–	0.36%	37
2024 Q4	$1.23M	Buy	32,108 +13,283	+71%	+$500K	0.39%	37
2024 Q3	$667K	Hold	18,825	–	–	0.22%	47
2024 Q2	$521K	Hold	18,825	–	–	0.19%	46
2024 Q1	$525K	Buy	+18,825	New	+$508K	0.19%	48

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

Rinkey Investments's BN Position: Q2 2026 in Review

Rinkey Investments reduced its Brookfield (BN) stake by 4.9% in Q2 2026, selling an estimated $97K and leaving 42,547 shares worth $1.81M. The position accounts for 0.43% of the portfolio, ranked #40.

Rinkey Investments first reported a position in BN in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.05M in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Rinkey Investments held 42,547 shares of Brookfield worth $1.81M as of Q2 2026.
Rinkey Investments sold 2,170 Brookfield shares in Q2 2026, an estimated $97K.
Brookfield made up 0.43% of Rinkey Investments's portfolio in Q2 2026, its #40 holding.
Rinkey Investments first reported a position in Brookfield in Q1 2024 and has held it in 10 quarters since.
Rinkey Investments's Brookfield position peaked at $2.05M in Q4 2025.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.