Thurston Springer Miller Herd & Titak’s Brookfield BN Stock Holding History

Thurston Springer Miller Herd & Titak’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	$5.75K	Hold	135	–	–	﹤0.01%	965
2026 Q1	$5.46K	Sell	135 -13	-9%	-$576	﹤0.01%	1037
2025 Q4	$6.79K	Buy	+148	New	+$6.75K	﹤0.01%	1043
2025 Q3	–	Sell	-3,440	Closed	-$142K	–	629
2025 Q2	$142K	Buy	3,440 +485	+16%	+$18K	0.02%	431
2025 Q1	$103K	Hold	2,955	–	–	0.02%	452
2024 Q4	$113K	Buy	2,955 +553	+23%	+$20.8K	0.02%	368
2024 Q3	$85.1K	Buy	2,402 +104	+5%	+$3.28K	0.02%	436
2024 Q2	$63.6K	Buy	+2,298	New	+$64K	0.02%	508

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

Thurston Springer Miller Herd & Titak's BN Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its Brookfield (BN) position steady in Q2 2026 at 135 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Thurston Springer Miller Herd & Titak first reported a position in BN in Q2 2024 and has held it in 8 quarters since. The position peaked at $142K in Q2 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Thurston Springer Miller Herd & Titak held 135 shares of Brookfield worth $5.75K as of Q2 2026.
Thurston Springer Miller Herd & Titak left its Brookfield share count unchanged in Q2 2026.
Brookfield made up ﹤0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #965 holding.
Thurston Springer Miller Herd & Titak first reported a position in Brookfield in Q2 2024 and has held it in 8 quarters since.
Thurston Springer Miller Herd & Titak's Brookfield position peaked at $142K in Q2 2025.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.