Tidal Investments’s Brookfield BN Stock Holding History

Tidal 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
2026 Q2	$40.4M	Buy	948,532 +17,682	+2%	+$791K	0.07%	288
2026 Q1	$37.7M	Sell	930,850 -54,032	-5%	-$2.39M	0.08%	228
2025 Q4	$45.2M	Sell	984,882 -54,246	-5%	-$2.47M	0.11%	173
2025 Q3	$47.5M	Buy	1,039,128 +1,032,894	+16,569%	+$45.8M	0.1%	173
2025 Q2	$257K	Buy	+6,234	New	+$231K	﹤0.01%	1684
2025 Q1	–	Sell	-8,501	Closed	-$326K	–	1852
2024 Q4	$326K	Buy	+8,501	New	+$320K	﹤0.01%	1561

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

Tidal Investments's BN Position: Q2 2026 in Review

Tidal Investments increased its Brookfield (BN) stake by 1.9% in Q2 2026, buying an estimated $791K and bringing the position to 948,532 shares worth $40.4M. The position accounts for 0.07% of the portfolio, ranked #288.

Tidal Investments first reported a position in BN in Q4 2024 and has held it in 6 quarters since. The position peaked at $47.5M in Q3 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Tidal Investments held 948,532 shares of Brookfield worth $40.4M as of Q2 2026.
Tidal Investments bought 17,682 Brookfield shares in Q2 2026, an estimated $791K.
Brookfield made up 0.07% of Tidal Investments's portfolio in Q2 2026, its #288 holding.
Tidal Investments first reported a position in Brookfield in Q4 2024 and has held it in 6 quarters since.
Tidal Investments's Brookfield position peaked at $47.5M in Q3 2025.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.