SIC
BN icon

SFE Investment Counsel’s Brookfield BN Stock Holding History

SFE Investment Counsel’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 		$207K Buy
+4,851
New +$217K 0.03% 145
2026
Q1 		– Sell
-4,993
Closed -$229K – 146
2025
Q4 		$229K Sell
4,993
-368
-7% -$16.8K 0.04% 135
2025
Q3 		$245K Sell
5,361
-320
-6% -$14.2K 0.04% 131
2025
Q2 		$234K Sell
5,681
-2,757
-33% -$102K 0.04% 131
2025
Q1 		$295K Buy
+8,438
New +$319K 0.06% 117

Other funds holding BN

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

SFE Investment Counsel's BN Position: Q2 2026 in Review

SFE Investment Counsel opened a new position in Brookfield (BN) in Q2 2026: 4,851 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #145 among its holdings. This is a return to the name: SFE Investment Counsel previously reported a position in BN as recently as Q4 2025.

SFE Investment Counsel first reported a position in BN in Q1 2025 and has held it in 5 quarters since. The position peaked at $295K in Q1 2025. 499 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • SFE Investment Counsel held 4,851 shares of Brookfield worth $207K as of Q2 2026.
  • Brookfield was a new SFE Investment Counsel position in Q2 2026.
  • Brookfield made up 0.03% of SFE Investment Counsel's portfolio in Q2 2026, its #145 holding.
  • SFE Investment Counsel first reported a position in Brookfield in Q1 2025 and has held it in 5 quarters since.
  • SFE Investment Counsel's Brookfield position peaked at $295K in Q1 2025.
  • 499 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on SFE Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.