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Triasima Portfolio Management’s Brookfield BN Stock Holding History

Triasima Portfolio Management’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 		$2.52M Sell
62,397
-335,384
-84% -$14.9M 0.38% 79
2025
Q4 		$18.3M Sell
397,781
-35,518
-8% -$1.62M 2.74% 6
2025
Q3 		$19.8M Buy
433,299
+35,884
+9% +$1.59M 2.99% 4
2025
Q2 		$16.4M Sell
397,415
-158,593
-29% -$5.88M 2.99% 2
2025
Q1 		$19.4M Sell
556,008
-25,197
-4% -$952K 3.82% 2
2024
Q4 		$22.3M Sell
581,205
-63,120
-10% -$2.38M 4.32% 2
2024
Q3 		$22.8M Sell
644,325
-1,154,550
-64% -$36.4M 5.13% 2
2024
Q2 		$49.9M Buy
1,798,875
+470,154
+35% +$13.1M 4.56% 3
2024
Q1 		$37.1M Buy
1,328,721
+144,870
+12% +$3.91M 3.12% 7
2023
Q4 		$31.7M Buy
1,183,851
+450,225
+61% +$10.2M 2.62% 11
2023
Q3 		$15.4M Buy
733,626
+724,053
+7,563% +$16.3M 1.41% 26
2023
Q2 		$285K Sell
9,573
-570,572
-98% -$12.1M 0.02% 128
2023
Q1 		$12.6M Sell
580,145
-1,217,305
-68% -$27.4M 1.04% 34
2022
Q4 		$37.7M Buy
+1,797,450
New +$40.3M 2.88% 9
2022
Q2 		– Sell
-2,812,667
Closed -$85.7M – 145
2022
Q1 		$85.7M Buy
+2,812,667
New +$84.1M 4.12% 6

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

Triasima Portfolio Management's BN Position: Q1 2026 in Review

Triasima Portfolio Management reduced its Brookfield (BN) stake by 84% in Q1 2026, selling an estimated $14.9M and leaving 62,397 shares worth $2.52M. The position accounts for 0.38% of the portfolio, ranked #79.

Triasima Portfolio Management first reported a position in BN in Q1 2022 and has held it in 15 quarters since. The position peaked at $85.7M in Q1 2022. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Triasima Portfolio Management held 62,397 shares of Brookfield worth $2.52M as of Q1 2026.
  • Triasima Portfolio Management sold 335,384 Brookfield shares in Q1 2026, an estimated $14.9M.
  • Brookfield made up 0.38% of Triasima Portfolio Management's portfolio in Q1 2026, its #79 holding.
  • Triasima Portfolio Management first reported a position in Brookfield in Q1 2022 and has held it in 15 quarters since.
  • Triasima Portfolio Management's Brookfield position peaked at $85.7M in Q1 2022.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Triasima Portfolio Management's 13F filing for Q1 2026, filed 24 Apr 2026.