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 Q2	$18K	Hold	422	–	–	﹤0.01%	1224
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 $9.8B 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

Salomon & Ludwin's BN Position: Q2 2026 in Review

Salomon & Ludwin held its Brookfield (BN) position steady in Q2 2026 at 422 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Salomon & Ludwin first reported a position in BN in Q3 2023 and has held it in 7 quarters since. The position peaked at $62.1K in Q2 2025. 943 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Salomon & Ludwin held 422 shares of Brookfield worth $18K as of Q2 2026.
Salomon & Ludwin left its Brookfield share count unchanged in Q2 2026.
Brookfield made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1224 holding.
Salomon & Ludwin first reported a position in Brookfield in Q3 2023 and has held it in 7 quarters since.
Salomon & Ludwin's Brookfield position peaked at $62.1K in Q2 2025.
943 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.