TI
BN icon

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
Q1 		– Sell
-178,300
Closed -$8.18M – 2369
2025
Q4 		$8.18M Buy
+178,300
New +$8.13M 0.02% 506

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Tidal Investments's BN Position: Q1 2026 in Review

Tidal Investments reduced its Brookfield (BN) stake by 5.5% in Q1 2026, selling an estimated $2.39M and leaving 930,850 shares worth $37.7M. The position accounts for 0.08% of the portfolio, ranked #228.

Tidal Investments first reported a position in BN in Q4 2024 and has held it in 5 quarters since. The position peaked at $47.5M in Q3 2025. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Tidal Investments held 930,850 shares of Brookfield worth $37.7M as of Q1 2026.
  • Tidal Investments sold 54,032 Brookfield shares in Q1 2026, an estimated $2.39M.
  • Brookfield made up 0.08% of Tidal Investments's portfolio in Q1 2026, its #228 holding.
  • Tidal Investments first reported a position in Brookfield in Q4 2024 and has held it in 5 quarters since.
  • Tidal Investments's Brookfield position peaked at $47.5M in Q3 2025.
  • 915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.