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Sage Investment Counsel’s Brookfield BN Stock Holding History

Sage Investment Counsel’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 		$2.36M Buy
55,478
+70
+0.1% +$3.13K 2.37% 6
2026
Q1 		$2.24M Buy
55,408
+1,490
+3% +$66K 2.49% 5
2025
Q4 		$2.47M Sell
53,918
-6
-0% -$274 2.72% 4
2025
Q3 		$2.47M Sell
53,924
-193
-0.4% -$8.55K 2.73% 4
2025
Q2 		$2.23M Buy
54,117
+5,242
+11% +$194K 2.59% 6
2025
Q1 		$1.71M Buy
48,875
+27,743
+131% +$1.05M 2.16% 7
2024
Q4 		$809K Buy
+21,132
New +$796K 1.05% 23

Other funds holding BN

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $3.64B AUM 15.78% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Sage Investment Counsel's BN Position: Q2 2026 in Review

Sage Investment Counsel increased its Brookfield (BN) stake by 0.13% in Q2 2026, buying an estimated $3.13K and bringing the position to 55,478 shares worth $2.36M. The position accounts for 2.37% of the portfolio, ranked #6.

Sage Investment Counsel first reported a position in BN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.47M in Q4 2025. 409 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Sage Investment Counsel held 55,478 shares of Brookfield worth $2.36M as of Q2 2026.
  • Sage Investment Counsel bought 70 Brookfield shares in Q2 2026, an estimated $3.13K.
  • Brookfield made up 2.37% of Sage Investment Counsel's portfolio in Q2 2026, its #6 holding.
  • Sage Investment Counsel first reported a position in Brookfield in Q4 2024 and has held it in 7 quarters since.
  • Sage Investment Counsel's Brookfield position peaked at $2.47M in Q4 2025.
  • 409 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.