Susquehanna Fundamental Investments’s Brookfield BN Stock Holding History

Susquehanna Fundamental Investments’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
2025 Q2	–	Sell	-30,900	Closed	-$1.08M	–	754
2025 Q1	$1.08M	Sell	30,900 -73,050	-70%	-$2.76M	0.02%	673
2024 Q4	$3.98M	Buy	+103,950	New	+$3.92M	0.06%	375
2024 Q2	$2.91M	Buy	105,000 +28,350	+37%	+$790K	0.07%	329
2024 Q1	$2.14M	Buy	+76,650	New	+$2.07M	0.1%	221
2022 Q1	$1M	Buy	+32,870	New	+$983K	0.02%	839
2021 Q4	–	Sell	-53,466	Closed	-$1.54M	–	1454
2021 Q3	$1.54M	Buy	+53,466	New	+$1.56M	0.03%	693

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Susquehanna Fundamental Investments's BN Position: Q2 2025 in Review

Susquehanna Fundamental Investments sold out of Brookfield (BN) in Q2 2025, closing a stake of 30,900 shares — an estimated $1.08M sold.

Susquehanna Fundamental Investments first reported a position in BN in Q3 2021 and held it in 6 quarters. The position peaked at $3.98M in Q4 2024. 853 funds tracked by Wall St. Rank hold BN as of Q2 2025.

Susquehanna Fundamental Investments reported no remaining Brookfield position as of Q2 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 30,900 Brookfield shares in Q2 2025, an estimated $1.08M.
Susquehanna Fundamental Investments first reported a position in Brookfield in Q3 2021 and held it in 6 quarters.
Susquehanna Fundamental Investments's Brookfield position peaked at $3.98M in Q4 2024.
853 funds tracked by Wall St. Rank held Brookfield as of Q2 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2025, filed 14 Aug 2025.