Sagewood Asset Management’s Brookfield BN Stock Holding History

Sagewood Asset 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
2026 Q2	$384K	Hold	9,009	–	–	0.09%	237
2026 Q1	$365K	Buy	9,009 +2,259	+33%	+$100K	0.11%	178
2025 Q4	$310K	Buy	+6,750	New	+$308K	0.11%	171

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

Sagewood Asset Management's BN Position: Q2 2026 in Review

Sagewood Asset Management held its Brookfield (BN) position steady in Q2 2026 at 9,009 shares worth $384K. The position accounts for 0.09% of the portfolio, ranked #237.

Sagewood Asset Management first reported a position in BN in Q4 2025 and has held it in 3 quarters since. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Sagewood Asset Management held 9,009 shares of Brookfield worth $384K as of Q2 2026.
Sagewood Asset Management left its Brookfield share count unchanged in Q2 2026.
Brookfield made up 0.09% of Sagewood Asset Management's portfolio in Q2 2026, its #237 holding.
Sagewood Asset Management first reported a position in Brookfield in Q4 2025 and has held it in 3 quarters since.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.