SPF
BN icon

South Plains Financial’s Brookfield BN Stock Holding History

South Plains Financial’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 		– Sell
-1,098
Closed -$50.4K – 228
2025
Q4 		$50.4K Buy
+1,098
New +$50.1K 0.03% 176

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

South Plains Financial's BN Position: Q1 2026 in Review

South Plains Financial sold out of Brookfield (BN) in Q1 2026, closing a stake of 1,098 shares — an estimated $50.4K sold.

South Plains Financial first reported a position in BN in Q4 2025 and held it in 1 quarter. The position peaked at $50.4K in Q4 2025. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • South Plains Financial reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
  • South Plains Financial sold 1,098 Brookfield shares in Q1 2026, an estimated $50.4K.
  • South Plains Financial first reported a position in Brookfield in Q4 2025 and held it in 1 quarter.
  • South Plains Financial's Brookfield position peaked at $50.4K in Q4 2025.
  • 915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on South Plains Financial's 13F filing for Q1 2026, filed 13 May 2026.