SimplyRich’s Brookfield BN Stock Holding History

SimplyRich’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	$1.43M	Hold	35,351	–	–	0.37%	66
2025 Q4	$1.62M	Sell	35,351 -3	-0%	-$137	0.42%	58
2025 Q3	$1.62M	Hold	35,354	–	–	0.44%	58
2025 Q2	$1.46M	Hold	35,354	–	–	0.41%	61
2025 Q1	$1.24M	Hold	35,354	–	–	0.36%	69
2024 Q4	$1.35M	Hold	35,354	–	–	0.39%	63
2024 Q3	$1.25M	Hold	35,354	–	–	0.35%	68
2024 Q2	$979K	Hold	35,354	–	–	0.31%	76
2024 Q1	$987K	Hold	35,354	–	–	0.32%	79
2023 Q4	$946K	Hold	35,354	–	–	0.33%	79
2023 Q3	$737K	Hold	35,354	–	–	0.36%	78
2023 Q2	$793K	Hold	35,354	–	–	0.28%	92
2023 Q1	$768K	Hold	35,354	–	–	0.29%	93
2022 Q4	$741K	Sell	35,354 -10,584	-23%	-$237K	0.29%	94
2022 Q3	$1.01M	Hold	45,938	–	–	0.46%	57
2022 Q2	$1.1M	Hold	45,938	–	–	0.46%	55
2022 Q1	$1.4M	Hold	45,938	–	–	0.49%	55
2021 Q4	$1.5M	Hold	45,938	–	–	0.5%	50
2021 Q3	$1.32M	Hold	45,938	–	–	0.48%	55
2021 Q2	$1.26M	Sell	45,938 -322	-0.7%	-$8.25K	0.58%	54
2021 Q1	$1.1M	Hold	46,260	–	–	0.44%	61
2020 Q4	$1.02M	Hold	46,260	–	–	0.46%	53
2020 Q3	$818K	Hold	46,260	–	–	0.41%	64
2020 Q2	$808K	Sell	46,260 -34,459	-43%	-$606K	0.44%	57
2020 Q1	$338K	Buy	80,719 +34,457	+74%	+$709K	0.23%	93
2019 Q4	$954K	Hold	46,262	–	–	0.48%	53
2019 Q3	$890K	Hold	46,262	–	–	0.49%	56
2019 Q2	$789K	Hold	46,262	–	–	0.44%	65
2019 Q1	$770K	Hold	46,262	–	–	0.63%	43
2018 Q4	$627K	Hold	46,262	–	–	0.58%	54
2018 Q3	$735K	Hold	46,262	–	–	0.4%	79
2018 Q2	$669K	Hold	46,262	–	–	0.38%	86
2018 Q1	$644K	Sell	46,262 -6,138	-12%	-$88.8K	0.36%	91
2017 Q4	$814K	Buy	+52,400	New	+$792K	0.46%	76

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

SimplyRich's BN Position: Q1 2026 in Review

SimplyRich held its Brookfield (BN) position steady in Q1 2026 at 35,351 shares worth $1.43M. The position accounts for 0.37% of the portfolio, ranked #66.

SimplyRich first reported a position in BN in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.62M in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

SimplyRich held 35,351 shares of Brookfield worth $1.43M as of Q1 2026.
SimplyRich left its Brookfield share count unchanged in Q1 2026.
Brookfield made up 0.37% of SimplyRich's portfolio in Q1 2026, its #66 holding.
SimplyRich first reported a position in Brookfield in Q4 2017 and has held it in 34 quarters since.
SimplyRich's Brookfield position peaked at $1.62M in Q4 2025.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.