Tuttle Capital Management’s Brookfield BN Stock Holding History

Tuttle Capital 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 Q2	$717K	Hold	16,830	–	–	0.48%	56
2026 Q1	$681K	Hold	16,830	–	–	1.12%	33
2025 Q4	$772K	Buy	16,830 +741	+5%	+$33.8K	1.71%	7
2025 Q3	$736K	Hold	16,089	–	–	2.78%	11
2025 Q2	$663K	Buy	16,089 +2,097	+15%	+$77.7K	2.75%	14
2025 Q1	$489K	Buy	13,992 +781	+6%	+$29.5K	2.15%	20
2024 Q4	$506K	Buy	13,211 +3,408	+35%	+$128K	2.6%	3
2024 Q3	$347K	Buy	9,803 +1,278	+15%	+$40.3K	1.89%	22
2024 Q2	$247K	Buy	+8,525	New	+$237K	1.49%	30
2019 Q4	–	Sell	-39,670	Closed	-$730K	–	112
2019 Q3	$730K	Buy	+39,670	New	+$718K	0.19%	142

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

Tuttle Capital Management's BN Position: Q2 2026 in Review

Tuttle Capital Management held its Brookfield (BN) position steady in Q2 2026 at 16,830 shares worth $717K. The position accounts for 0.48% of the portfolio, ranked #56.

Tuttle Capital Management first reported a position in BN in Q3 2019 and has held it in 10 quarters since. The position peaked at $772K in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Tuttle Capital Management held 16,830 shares of Brookfield worth $717K as of Q2 2026.
Tuttle Capital Management left its Brookfield share count unchanged in Q2 2026.
Brookfield made up 0.48% of Tuttle Capital Management's portfolio in Q2 2026, its #56 holding.
Tuttle Capital Management first reported a position in Brookfield in Q3 2019 and has held it in 10 quarters since.
Tuttle Capital Management's Brookfield position peaked at $772K in Q4 2025.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Tuttle Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.