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UMB Bank’s Brookfield BN Stock Holding History

UMB Bank’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 		$350K Sell
8,637
-1,341
-13% -$59.4K ﹤0.01% 547
2025
Q4 		$458K Buy
9,978
+298
+3% +$13.6K 0.01% 490
2025
Q3 		$443K Buy
9,680
+689
+8% +$30.5K 0.01% 452
2025
Q2 		$371K Sell
8,991
-32
-0.4% -$1.19K 0.01% 467
2025
Q1 		$315K Buy
9,023
+441
+5% +$16.7K 0.01% 483
2024
Q4 		$329K Sell
8,582
-2,716
-24% -$102K 0.01% 478
2024
Q3 		$400K Buy
11,298
+2,481
+28% +$78.3K 0.01% 436
2024
Q2 		$244K Buy
8,817
+552
+7% +$15.4K ﹤0.01% 525
2024
Q1 		$231K Buy
8,265
+1,768
+27% +$47.7K ﹤0.01% 533
2023
Q4 		$174K Hold
6,497
– – ﹤0.01% 611
2023
Q3 		$135K Hold
6,497
– – ﹤0.01% 639
2023
Q2 		$146K Hold
6,497
– – ﹤0.01% 632
2023
Q1 		$141K Buy
+6,497
New +$146K ﹤0.01% 632
2022
Q4 		– Sell
-8,650
Closed -$191K – 1718
2022
Q3 		$191K Buy
8,650
+3,512
+68% +$90.9K ﹤0.01% 610
2022
Q2 		$123K Sell
5,138
-146
-3% -$3.9K ﹤0.01% 708
2022
Q1 		$161K Hold
5,284
– – ﹤0.01% 689
2021
Q4 		$172K Buy
+5,284
New +$167K ﹤0.01% 690

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

UMB Bank's BN Position: Q1 2026 in Review

UMB Bank reduced its Brookfield (BN) stake by 13% in Q1 2026, selling an estimated $59.4K and leaving 8,637 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

UMB Bank first reported a position in BN in Q4 2021 and has held it in 17 quarters since. The position peaked at $458K in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • UMB Bank held 8,637 shares of Brookfield worth $350K as of Q1 2026.
  • UMB Bank sold 1,341 Brookfield shares in Q1 2026, an estimated $59.4K.
  • Brookfield made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #547 holding.
  • UMB Bank first reported a position in Brookfield in Q4 2021 and has held it in 17 quarters since.
  • UMB Bank's Brookfield position peaked at $458K in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.