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Shufro Rose & Co’s Brookfield BN Stock Holding History

Shufro Rose & Co’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
Q1 		$526K Buy
+13,000
New +$576K 0.04% 183
2025
Q4 		– Sell
-12,600
Closed -$550K – 303
2025
Q3 		$550K Buy
+12,600
New +$558K 0.04% 168
2025
Q2 		– Sell
-6,195
Closed -$216K – 312
2025
Q1 		$216K Hold
6,195
– – 0.02% 277
2024
Q4 		$237K Buy
+6,195
New +$233K 0.02% 256

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Shufro Rose & Co's BN Position: Q1 2026 in Review

Shufro Rose & Co opened a new position in Brookfield (BN) in Q1 2026: 13,000 shares worth $526K. The stake represents 0.04% of the portfolio and ranks #183 among its holdings. This is a return to the name: Shufro Rose & Co previously reported a position in BN as recently as Q3 2025.

Shufro Rose & Co first reported a position in BN in Q4 2024 and has held it in 4 quarters since. The position peaked at $550K in Q3 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Shufro Rose & Co held 13,000 shares of Brookfield worth $526K as of Q1 2026.
  • Brookfield was a new Shufro Rose & Co position in Q1 2026.
  • Brookfield made up 0.04% of Shufro Rose & Co's portfolio in Q1 2026, its #183 holding.
  • Shufro Rose & Co first reported a position in Brookfield in Q4 2024 and has held it in 4 quarters since.
  • Shufro Rose & Co's Brookfield position peaked at $550K in Q3 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.