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Sagard Holdings Management’s Brookfield BN Stock Holding History

Sagard Holdings Management’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
2025
Q3 		$192K Hold
4,196
– – 0.96% 9
2025
Q2 		$173K Buy
+4,196
New +$155K 0.48% 13

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Sagard Holdings Management's BN Position: Q3 2025 in Review

Sagard Holdings Management held its Brookfield (BN) position steady in Q3 2025 at 4,196 shares worth $192K. The position accounts for 0.96% of the portfolio, ranked #9.

Sagard Holdings Management first reported a position in BN in Q2 2025 and has held it in 2 quarters since. 879 funds tracked by Wall St. Rank hold BN as of Q3 2025.

  • Sagard Holdings Management held 4,196 shares of Brookfield worth $192K as of Q3 2025.
  • Sagard Holdings Management left its Brookfield share count unchanged in Q3 2025.
  • Brookfield made up 0.96% of Sagard Holdings Management's portfolio in Q3 2025, its #9 holding.
  • Sagard Holdings Management first reported a position in Brookfield in Q2 2025 and has held it in 2 quarters since.
  • 879 funds tracked by Wall St. Rank held Brookfield as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.