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Salomon & Ludwin’s Brookfield BN Stock Holding History

Salomon & Ludwin’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 		$17.3K Sell
422
-16
-4% -$709 ﹤0.01% 1190
2025
Q4 		$21.4K Hold
438
– – ﹤0.01% 850
2025
Q3 		$20.1K Sell
438
-1,050
-71% -$46.5K ﹤0.01% 808
2025
Q2 		$62.1K Buy
+1,488
New +$55.1K 0.01% 241
2024
Q1 		– Sell
-486
Closed -$10.1K – 854
2023
Q4 		$10.1K Hold
486
– – ﹤0.01% 492
2023
Q3 		$10.1K Buy
+486
New +$10.9K ﹤0.01% 491

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

Salomon & Ludwin's BN Position: Q1 2026 in Review

Salomon & Ludwin reduced its Brookfield (BN) stake by 3.7% in Q1 2026, selling an estimated $709 and leaving 422 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Salomon & Ludwin first reported a position in BN in Q3 2023 and has held it in 6 quarters since. The position peaked at $62.1K in Q2 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Salomon & Ludwin held 422 shares of Brookfield worth $17.3K as of Q1 2026.
  • Salomon & Ludwin sold 16 Brookfield shares in Q1 2026, an estimated $709.
  • Brookfield made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1190 holding.
  • Salomon & Ludwin first reported a position in Brookfield in Q3 2023 and has held it in 6 quarters since.
  • Salomon & Ludwin's Brookfield position peaked at $62.1K in Q2 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.