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 Q2	$91.1K	Hold	2,163	–	–	﹤0.01%	1215
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 $9.8B 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

Smartleaf Asset Management's BN Position: Q2 2026 in Review

Smartleaf Asset Management held its Brookfield (BN) position steady in Q2 2026 at 2,163 shares worth $91.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Smartleaf Asset Management first reported a position in BN in Q2 2024 and has held it in 9 quarters since. The position peaked at $111K in Q3 2025. 943 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Smartleaf Asset Management held 2,163 shares of Brookfield worth $91.1K as of Q2 2026.
Smartleaf Asset Management left its Brookfield share count unchanged in Q2 2026.
Brookfield made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1215 holding.
Smartleaf Asset Management first reported a position in Brookfield in Q2 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's Brookfield position peaked at $111K in Q3 2025.
943 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.