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USS Investment Management’s Brookfield BN Stock Holding History

USS Investment 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 		$13.6M Buy
334,745
+12,691
+4% +$562K 0.05% 187
2025
Q4 		$14.8M Sell
322,054
-1
-0% -$46 0.07% 158
2025
Q3 		$14.7M Hold
322,055
– – 0.07% 160
2025
Q2 		$13.3M Hold
322,055
– – 0.08% 167
2025
Q1 		$11.2M Hold
322,055
– – 0.08% 176
2024
Q4 		$12.3M Buy
322,055
+271,655
+539% +$10.2M 0.09% 188
2024
Q3 		$1.78M Hold
50,400
– – 0.01% 499
2024
Q2 		$1.4M Hold
50,400
– – 0.01% 518
2024
Q1 		$1.41M Hold
50,400
– – 0.01% 514
2023
Q4 		$1.35M Hold
50,400
– – 0.01% 522
2023
Q3 		$1.05M Hold
50,400
– – 0.01% 547
2023
Q2 		$1.13M Hold
50,400
– – 0.01% 545
2023
Q1 		$1.1M Hold
50,400
– – 0.01% 534
2022
Q4 		$1.06M Sell
50,400
-11,945
-19% -$268K 0.01% 549
2022
Q3 		$1.37M Sell
62,345
-193,738
-76% -$5.02M 0.02% 532
2022
Q2 		$6.14M Sell
256,083
-40,489
-14% -$1.08M 0.06% 326
2022
Q1 		$9.05M Sell
296,572
-291,577
-50% -$8.72M 0.07% 291
2021
Q4 		$19.1M Hold
588,149
– – 0.14% 144
2021
Q3 		$16.9M Buy
588,149
+525,804
+843% +$15.4M 0.14% 149
2021
Q2 		$1.72M Sell
62,345
-436
-0.7% -$11.2K 0.01% 453
2021
Q1 		$1.49M Hold
62,781
– – 0.01% 449
2020
Q4 		$1.39M Hold
62,781
– – 0.01% 444
2020
Q3 		$1.11M Hold
62,781
– – 0.01% 455
2020
Q2 		$1.11M Buy
+62,781
New +$1.1M 0.01% 453

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

USS Investment Management's BN Position: Q1 2026 in Review

USS Investment Management increased its Brookfield (BN) stake by 3.9% in Q1 2026, buying an estimated $562K and bringing the position to 334,745 shares worth $13.6M. The position accounts for 0.05% of the portfolio, ranked #187.

USS Investment Management first reported a position in BN in Q2 2020 and has held it in 24 quarters since. The position peaked at $19.1M in Q4 2021. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • USS Investment Management held 334,745 shares of Brookfield worth $13.6M as of Q1 2026.
  • USS Investment Management bought 12,691 Brookfield shares in Q1 2026, an estimated $562K.
  • Brookfield made up 0.05% of USS Investment Management's portfolio in Q1 2026, its #187 holding.
  • USS Investment Management first reported a position in Brookfield in Q2 2020 and has held it in 24 quarters since.
  • USS Investment Management's Brookfield position peaked at $19.1M in Q4 2021.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

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