Sanctuary Advisors’s Brookfield BN Stock Holding History

Sanctuary Advisors’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	$2.94M	Buy	69,050 +10,992	+19%	+$491K	0.01%	840
2026 Q1	$2.35M	Sell	58,058 -17,649	-23%	-$782K	0.01%	878
2025 Q4	$3.48M	Sell	75,707 -4,062	-5%	-$185K	0.02%	665
2025 Q3	$3.65M	Buy	79,769 +11,903	+18%	+$527K	0.02%	634
2025 Q2	$2.8M	Buy	67,866 +14,430	+27%	+$535K	0.02%	706
2025 Q1	$1.87M	Sell	53,436 -12,075	-18%	-$456K	0.01%	808
2024 Q4	$2.72M	Buy	65,511 +5,271	+9%	+$199K	0.02%	739
2024 Q3	$2.34M	Sell	60,240 -11,438	-16%	-$361K	0.01%	786
2024 Q2	$1.96M	Buy	+71,678	New	+$2M	0.01%	814

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

Sanctuary Advisors's BN Position: Q2 2026 in Review

Sanctuary Advisors increased its Brookfield (BN) stake by 19% in Q2 2026, buying an estimated $491K and bringing the position to 69,050 shares worth $2.94M. The position accounts for 0.01% of the portfolio, ranked #840.

Sanctuary Advisors first reported a position in BN in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.65M in Q3 2025. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Sanctuary Advisors held 69,050 shares of Brookfield worth $2.94M as of Q2 2026.
Sanctuary Advisors bought 10,992 Brookfield shares in Q2 2026, an estimated $491K.
Brookfield made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #840 holding.
Sanctuary Advisors first reported a position in Brookfield in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Brookfield position peaked at $3.65M in Q3 2025.
944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.