Summit Asset Management’s Brookfield BN Stock Holding History

Summit 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 Q3	$389K	Buy	+10,665	New	+$440K	0.05%	129

Other funds holding BN

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Summit Asset Management's BN Position: Q3 2026 in Review

Summit Asset Management opened a new position in Brookfield (BN) in Q3 2026: 10,665 shares worth $389K. The stake represents 0.05% of the portfolio and ranks #129 among its holdings.

398 funds tracked by Wall St. Rank hold BN as of Q3 2026.

Summit Asset Management held 10,665 shares of Brookfield worth $389K as of Q3 2026.
Brookfield was a new Summit Asset Management position in Q3 2026.
Brookfield made up 0.05% of Summit Asset Management's portfolio in Q3 2026, its #129 holding.
398 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Summit Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.