Stifel Financial
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Stifel Financial’s Brookfield BN Stock Holding History

Stifel 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 		$99.1M Buy
2,447,859
+6,347
+0.3% +$281K 0.09% 229
2025
Q4 		$112M Buy
2,441,512
+19,904
+0.8% +$908K 0.1% 203
2025
Q3 		$111M Buy
2,421,608
+33,216
+1% +$1.47M 0.1% 198
2025
Q2 		$98.5M Buy
2,388,392
+24,392
+1% +$904K 0.1% 214
2025
Q1 		$82.6M Buy
2,364,000
+9,919
+0.4% +$375K 0.09% 237
2024
Q4 		$90.2M Sell
2,354,081
-8,839
-0.4% -$333K 0.09% 219
2024
Q3 		$83.7M Sell
2,362,920
-98,025
-4% -$3.09M 0.09% 231
2024
Q2 		$68.2M Buy
2,460,945
+579,523
+31% +$16.1M 0.08% 247
2024
Q1 		$52.5M Sell
1,881,422
-107,532
-5% -$2.9M 0.06% 294
2023
Q4 		$53.2M Sell
1,988,954
-15,631
-0.8% -$355K 0.07% 270
2023
Q3 		$41.8M Buy
2,004,585
+88,620
+5% +$2M 0.06% 294
2023
Q2 		$43M Buy
1,915,965
+22,516
+1% +$477K 0.06% 286
2023
Q1 		$41.1M Buy
1,893,449
+231,636
+14% +$5.22M 0.06% 293
2022
Q4 		$34.9M Sell
1,661,813
-342,702
-17% -$7.68M 0.05% 315
2022
Q3 		$44.2M Sell
2,004,515
-8,942
-0.4% -$232K 0.07% 260
2022
Q2 		$48.3M Sell
2,013,457
-4,509
-0.2% -$120K 0.08% 254
2022
Q1 		$61.5M Sell
2,017,966
-657,838
-25% -$19.7M 0.08% 226
2021
Q4 		$87.1M Buy
2,675,804
+99,839
+4% +$3.16M 0.12% 186
2021
Q3 		$74.3M Buy
2,575,965
+139,946
+6% +$4.09M 0.11% 192
2021
Q2 		$66.9M Buy
2,436,019
+22,971
+1% +$588K 0.1% 200
2021
Q1 		$57.5M Buy
2,413,048
+68,667
+3% +$1.53M 0.09% 215
2020
Q4 		$51.8M Buy
2,344,381
+12,720
+0.5% +$255K 0.09% 215
2020
Q3 		$41.3M Sell
2,331,661
-27,812
-1% -$497K 0.08% 222
2020
Q2 		$41.5M Buy
2,359,473
+72,227
+3% +$1.27M 0.1% 207
2020
Q1 		$36.1M Buy
2,287,246
+28,053
+1% +$577K 0.1% 202
2019
Q4 		$46.6M Sell
2,259,193
-51,150
-2% -$1.02M 0.1% 206
2019
Q3 		$43.8M Buy
2,310,343
+252,862
+12% +$4.58M 0.11% 196
2019
Q2 		$35M Buy
2,057,481
+32,209
+2% +$545K 0.09% 222
2019
Q1 		$33.6M Buy
2,025,272
+40,180
+2% +$626K 0.1% 220
2018
Q4 		$27.2M Buy
1,985,092
+97,939
+5% +$1.46M 0.09% 231
2018
Q3 		$30M Buy
1,887,153
+120,080
+7% +$1.82M 0.09% 231
2018
Q2 		$25.5M Buy
1,767,073
+359,515
+26% +$5.13M 0.08% 249
2018
Q1 		$19.6M Buy
1,407,558
+182,475
+15% +$2.64M 0.06% 310
2017
Q4 		$19M Buy
1,225,083
+35,315
+3% +$533K 0.06% 316
2017
Q3 		$17.5M Buy
1,189,768
+117,880
+11% +$1.65M 0.06% 313
2017
Q2 		$15M Buy
1,071,888
+124,222
+13% +$1.67M 0.06% 344
2017
Q1 		$12.3M Buy
947,666
+84,225
+10% +$1.07M 0.05% 383
2016
Q4 		$10.2M Buy
863,441
+90,223
+12% +$1.1M 0.04% 411
2016
Q3 		$9.71M Sell
773,218
-958
-0.1% -$11.7K 0.04% 384
2016
Q2 		$9.14M Buy
774,176
+100,790
+15% +$1.21M 0.04% 390
2016
Q1 		$8.23M Buy
673,386
+75,543
+13% +$814K 0.04% 375
2015
Q4 		$6.62M Buy
597,843
+307,923
+106% +$3.61M 0.03% 455
2015
Q3 		$3.2M Buy
289,920
+55,146
+23% +$643K 0.02% 715
2015
Q2 		$2.88M Buy
234,774
+27,989
+14% +$356K 0.01% 804
2015
Q1 		$2.6M Buy
206,785
+41,184
+25% +$511K 0.01% 832
2014
Q4 		$1.94M Buy
165,601
+58,659
+55% +$660K 0.01% 928
2014
Q3 		$1.13M Buy
106,942
+38,241
+56% +$412K 0.01% 1053
2014
Q2 		$708K Buy
68,701
+5,972
+10% +$59.7K 0.01% 1287
2014
Q1 		$600K Buy
+62,729
New +$572K 0.01% 1335

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

Stifel Financial's BN Position: Q1 2026 in Review

Stifel Financial increased its Brookfield (BN) stake by 0.26% in Q1 2026, buying an estimated $281K and bringing the position to 2,447,859 shares worth $99.1M. The position accounts for 0.09% of the portfolio, ranked #229.

Stifel Financial first reported a position in BN in Q1 2014 and has held it in 49 quarters since. The position peaked at $112M in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Stifel Financial held 2,447,859 shares of Brookfield worth $99.1M as of Q1 2026.
  • Stifel Financial bought 6,347 Brookfield shares in Q1 2026, an estimated $281K.
  • Brookfield made up 0.09% of Stifel Financial's portfolio in Q1 2026, its #229 holding.
  • Stifel Financial first reported a position in Brookfield in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Brookfield position peaked at $112M in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.