Sava Infond’s Brookfield BN Stock Holding History

Sava Infond’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	$2.43M	Buy	56,980 +32,490	+133%	+$1.45M	0.17%	78
2026 Q1	$991K	Sell	24,490 -1,640	-6%	-$72.7K	0.14%	101
2025 Q4	$1.2M	Buy	+26,130	New	+$1.19M	0.16%	90

Other funds holding BN

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Sava Infond's BN Position: Q2 2026 in Review

Sava Infond increased its Brookfield (BN) stake by 133% in Q2 2026, buying an estimated $1.45M and bringing the position to 56,980 shares worth $2.43M. The position accounts for 0.17% of the portfolio, ranked #78.

Sava Infond first reported a position in BN in Q4 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Sava Infond held 56,980 shares of Brookfield worth $2.43M as of Q2 2026.
Sava Infond bought 32,490 Brookfield shares in Q2 2026, an estimated $1.45M.
Brookfield made up 0.17% of Sava Infond's portfolio in Q2 2026, its #78 holding.
Sava Infond first reported a position in Brookfield in Q4 2025 and has held it in 3 quarters since.
165 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Sava Infond's 13F filing for Q2 2026, filed 16 Jul 2026.