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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 		$6.93M Sell
162,800
-54,500
-25% -$2.44M 0.01% 832
2026
Q1 		$8.79M Buy
+217,300
New +$9.63M 0.02% 602
2025
Q4 		– Sell
-122,850
Closed -$5.62M – 2151
2025
Q3 		$5.62M Buy
+122,850
New +$5.44M 0.01% 569

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

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. 943 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.
  • 943 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.