Tenon Financial’s Brookfield BN Stock Holding History

Tenon 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 Q2	$460K	Hold	10,812	–	–	0.15%	37
2026 Q1	$438K	Hold	10,812	–	–	0.17%	31
2025 Q4	$496K	Hold	10,812	–	–	0.21%	28
2025 Q3	$494K	Hold	10,812	–	–	0.25%	26
2025 Q2	$378K	Hold	10,812	–	–	0.17%	33
2025 Q1	$378K	Sell	10,812 -3,870	-26%	-$146K	0.23%	30
2024 Q4	$563K	Buy	+14,682	New	+$553K	0.36%	24

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Tenon Financial's BN Position: Q2 2026 in Review

Tenon Financial held its Brookfield (BN) position steady in Q2 2026 at 10,812 shares worth $460K. The position accounts for 0.15% of the portfolio, ranked #37.

Tenon Financial first reported a position in BN in Q4 2024 and has held it in 7 quarters since. The position peaked at $563K in Q4 2024. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Tenon Financial held 10,812 shares of Brookfield worth $460K as of Q2 2026.
Tenon Financial left its Brookfield share count unchanged in Q2 2026.
Brookfield made up 0.15% of Tenon Financial's portfolio in Q2 2026, its #37 holding.
Tenon Financial first reported a position in Brookfield in Q4 2024 and has held it in 7 quarters since.
Tenon Financial's Brookfield position peaked at $563K in Q4 2024.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Tenon Financial's 13F filing for Q2 2026, filed 24 Jul 2026.