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Vanguard Personalized Indexing Management’s Brookfield BN Stock Holding History

Vanguard Personalized Indexing 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 		$2.75M Sell
68,070
-6,854
-9% -$304K 0.03% 493
2025
Q4 		$3.44M Sell
74,924
-4,365
-6% -$199K 0.03% 415
2025
Q3 		$3.63M Buy
79,289
+3,756
+5% +$166K 0.04% 397
2025
Q2 		$3.12M Buy
75,533
+7,334
+11% +$272K 0.04% 429
2025
Q1 		$2.38M Buy
68,199
+7,450
+12% +$282K 0.04% 434
2024
Q4 		$2.33M Sell
60,749
-861
-1% -$32.4K 0.04% 432
2024
Q3 		$2.18M Buy
61,610
+5,211
+9% +$164K 0.04% 446
2024
Q2 		$1.56M Buy
56,399
+9,591
+20% +$267K 0.03% 495
2024
Q1 		$1.31M Buy
46,808
+20,832
+80% +$562K 0.03% 535
2023
Q4 		$695K Sell
25,976
-5,620
-18% -$128K 0.02% 832
2023
Q3 		$659K Buy
31,596
+7,780
+33% +$175K 0.02% 760
2023
Q2 		$534K Buy
23,816
+3,645
+18% +$77.2K 0.02% 866
2023
Q1 		$438K Buy
20,171
+3,309
+20% +$74.5K 0.02% 937
2022
Q4 		$354K Sell
16,862
-12,156
-42% -$273K 0.01% 918
2022
Q3 		$639K Buy
29,018
+7,865
+37% +$204K 0.03% 683
2022
Q2 		$507K Buy
21,153
+5,706
+37% +$152K 0.02% 820
2022
Q1 		$471K Buy
15,447
+2,240
+17% +$67K 0.02% 856
2021
Q4 		$430K Buy
13,207
+3,874
+42% +$123K 0.03% 751
2021
Q3 		$269K Buy
+9,333
New +$272K 0.02% 805
2021
Q2 		– Sell
-10,411
Closed -$248K – 910
2021
Q1 		$248K Buy
10,411
+697
+7% +$15.5K 0.04% 587
2020
Q4 		$215K Buy
+9,714
New +$194K 0.05% 482

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

Vanguard Personalized Indexing Management's BN Position: Q1 2026 in Review

Vanguard Personalized Indexing Management reduced its Brookfield (BN) stake by 9.1% in Q1 2026, selling an estimated $304K and leaving 68,070 shares worth $2.75M. The position accounts for 0.03% of the portfolio, ranked #493.

Vanguard Personalized Indexing Management first reported a position in BN in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.63M in Q3 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Vanguard Personalized Indexing Management held 68,070 shares of Brookfield worth $2.75M as of Q1 2026.
  • Vanguard Personalized Indexing Management sold 6,854 Brookfield shares in Q1 2026, an estimated $304K.
  • Brookfield made up 0.03% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #493 holding.
  • Vanguard Personalized Indexing Management first reported a position in Brookfield in Q4 2020 and has held it in 21 quarters since.
  • Vanguard Personalized Indexing Management's Brookfield position peaked at $3.63M in Q3 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.