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Smartleaf Asset Management’s Brookfield BN Stock Holding History

Smartleaf Asset Management’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 		$83.8K Sell
2,163
-164
-7% -$7.27K ﹤0.01% 1211
2025
Q4 		$108K Sell
2,327
-91
-4% -$4.15K ﹤0.01% 1151
2025
Q3 		$111K Buy
2,418
+1,941
+407% +$86K 0.01% 1007
2025
Q2 		$19.6K Hold
477
– – ﹤0.01% 1563
2025
Q1 		$16.5K Buy
477
+33
+7% +$1.25K ﹤0.01% 1699
2024
Q4 		$17K Sell
444
-72
-14% -$2.71K ﹤0.01% 1739
2024
Q3 		$18.4K Buy
516
+498
+2,767% +$15.7K ﹤0.01% 1391
2024
Q2 		$498 Buy
+18
New +$501 ﹤0.01% 2551

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

Smartleaf Asset Management's BN Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Brookfield (BN) stake by 7% in Q1 2026, selling an estimated $7.27K and leaving 2,163 shares worth $83.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Smartleaf Asset Management first reported a position in BN in Q2 2024 and has held it in 8 quarters since. The position peaked at $111K in Q3 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Smartleaf Asset Management held 2,163 shares of Brookfield worth $83.8K as of Q1 2026.
  • Smartleaf Asset Management sold 164 Brookfield shares in Q1 2026, an estimated $7.27K.
  • Brookfield made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1211 holding.
  • Smartleaf Asset Management first reported a position in Brookfield in Q2 2024 and has held it in 8 quarters since.
  • Smartleaf Asset Management's Brookfield position peaked at $111K in Q3 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.