Stansberry Asset Management’s Brookfield BN Stock Holding History

Stansberry 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	$755K	Hold	17,698	–	–	0.07%	120
2026 Q1	$715K	Hold	17,698	–	–	0.07%	110
2025 Q4	$814K	Sell	17,698 -1	-0%	-$46	0.08%	111
2025 Q3	$810K	Buy	+17,699	New	+$784K	0.08%	110
2020 Q2	–	Sell	-15,143	Closed	-$239K	–	35
2020 Q1	$239K	Sell	15,143 -561	-4%	-$11.5K	0.13%	33
2019 Q4	$324K	Buy	15,704 +1,536	+11%	+$30.6K	0.13%	45
2019 Q3	$268K	Buy	+14,168	New	+$257K	0.12%	45

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

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

Stansberry Asset Management held its Brookfield (BN) position steady in Q2 2026 at 17,698 shares worth $755K. The position accounts for 0.07% of the portfolio, ranked #120.

Stansberry Asset Management first reported a position in BN in Q3 2019 and has held it in 7 quarters since. The position peaked at $814K in Q4 2025. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Stansberry Asset Management held 17,698 shares of Brookfield worth $755K as of Q2 2026.
Stansberry Asset Management left its Brookfield share count unchanged in Q2 2026.
Brookfield made up 0.07% of Stansberry Asset Management's portfolio in Q2 2026, its #120 holding.
Stansberry Asset Management first reported a position in Brookfield in Q3 2019 and has held it in 7 quarters since.
Stansberry Asset Management's Brookfield position peaked at $814K in Q4 2025.
941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Stansberry Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.