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 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 $9.34B 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

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

Stansberry Asset Management held its Brookfield (BN) position steady in Q1 2026 at 17,698 shares worth $715K. The position accounts for 0.07% of the portfolio, ranked #110.

Stansberry Asset Management first reported a position in BN in Q3 2019 and has held it in 6 quarters since. The position peaked at $814K in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Stansberry Asset Management held 17,698 shares of Brookfield worth $715K as of Q1 2026.
Stansberry Asset Management left its Brookfield share count unchanged in Q1 2026.
Brookfield made up 0.07% of Stansberry Asset Management's portfolio in Q1 2026, its #110 holding.
Stansberry Asset Management first reported a position in Brookfield in Q3 2019 and has held it in 6 quarters since.
Stansberry Asset Management's Brookfield position peaked at $814K in Q4 2025.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

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