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Summit Securities Group’s Brookfield BN Stock Holding History

Summit Securities Group’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
2023
Q1 		– Sell
-2,100
Closed -$44K – 839
2022
Q4 		$44K Sell
2,100
-498
-19% -$11.2K ﹤0.01% 736
2022
Q3 		$57K Hold
2,598
– – ﹤0.01% 601
2022
Q2 		$62K Hold
2,598
– – 0.01% 503
2022
Q1 		$79K Buy
+2,598
New +$77.7K 0.01% 548

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Summit Securities Group's BN Position: Q2 2026 in Review

Summit Securities Group opened a new position in Brookfield (BN) in Q2 2026: 8,000 shares worth $341K. The stake represents 0.03% of the portfolio and ranks #211 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in BN as recently as Q4 2023.

Summit Securities Group first reported a position in BN in Q1 2022 and has held it in 9 quarters since. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Summit Securities Group held 8,000 shares of Brookfield worth $341K as of Q2 2026.
  • Brookfield was a new Summit Securities Group position in Q2 2026.
  • Brookfield made up 0.03% of Summit Securities Group's portfolio in Q2 2026, its #211 holding.
  • Summit Securities Group first reported a position in Brookfield in Q1 2022 and has held it in 9 quarters since.
  • 941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.