SBI Securities’s Brookfield BN Stock Holding History

SBI Securities’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	$209K	Buy	4,904 +518	+12%	+$23.2K	﹤0.01%	658
2026 Q1	$178K	Sell	4,386 -589	-12%	-$26.1K	﹤0.01%	659
2025 Q4	$228K	Buy	4,975 +655	+15%	+$29.9K	0.01%	594
2025 Q3	$198K	Sell	4,320 -116	-3%	-$5.14K	0.01%	630
2025 Q2	$183K	Buy	4,436 +296	+7%	+$11K	0.01%	620
2025 Q1	$145K	Buy	4,140 +1,317	+47%	+$49.8K	﹤0.01%	624
2024 Q4	$108K	Buy	+2,823	New	+$106K	﹤0.01%	733

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

SBI Securities's BN Position: Q2 2026 in Review

SBI Securities increased its Brookfield (BN) stake by 12% in Q2 2026, buying an estimated $23.2K and bringing the position to 4,904 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

SBI Securities first reported a position in BN in Q4 2024 and has held it in 7 quarters since. The position peaked at $228K in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

SBI Securities held 4,904 shares of Brookfield worth $209K as of Q2 2026.
SBI Securities bought 518 Brookfield shares in Q2 2026, an estimated $23.2K.
Brookfield made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #658 holding.
SBI Securities first reported a position in Brookfield in Q4 2024 and has held it in 7 quarters since.
SBI Securities's Brookfield position peaked at $228K in Q4 2025.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.