Towarzystwo Funduszy Inwestycyjnych PZU SA’s Brookfield BN Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$68K	Sell	1,600 -200	-11%	-$8.94K	0.02%	414
2026 Q1	$72.8K	Buy	1,800 +600	+50%	+$26.6K	0.02%	333
2025 Q4	$55.2K	Hold	1,200	–	–	0.01%	405
2025 Q3	$54.9K	Hold	1,200	–	–	0.01%	397
2025 Q2	$49.3K	Hold	1,200	–	–	0.01%	409
2025 Q1	$42K	Hold	1,200	–	–	0.01%	434
2024 Q4	$46K	Hold	1,200	–	–	0.02%	385
2024 Q3	$42.5K	Hold	1,200	–	–	0.02%	375
2024 Q2	$33.2K	Buy	1,200 +742	+162%	+$20.7K	0.01%	371
2024 Q1	$12.8K	Hold	458	–	–	0.01%	500
2023 Q4	$12.2K	Buy	+458	New	+$10.4K	0.01%	490
2021 Q3	$16K	Sell	557 -927	-62%	-$27.1K	0.02%	334
2021 Q2	$40.7K	Buy	1,484 +923	+165%	+$23.6K	0.05%	162
2021 Q1	$13.3K	Hold	561	–	–	0.02%	304
2020 Q4	$12.4K	Buy	+561	New	+$11.2K	0.01%	308

Other funds holding BN

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's BN Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA reduced its Brookfield (BN) stake by 11% in Q2 2026, selling an estimated $8.94K and leaving 1,600 shares worth $68K. The position accounts for 0.02% of the portfolio, ranked #414.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in BN in Q4 2020 and has held it in 15 quarters since. The position peaked at $72.8K in Q1 2026. 665 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 1,600 shares of Brookfield worth $68K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA sold 200 Brookfield shares in Q2 2026, an estimated $8.94K.
Brookfield made up 0.02% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #414 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Brookfield in Q4 2020 and has held it in 15 quarters since.
Towarzystwo Funduszy Inwestycyjnych PZU SA's Brookfield position peaked at $72.8K in Q1 2026.
665 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.