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Viewpoint Investment Partners’s Brookfield BN Stock Holding History

Viewpoint Investment Partners’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 		$388K Hold
9,143
– – 0.13% 82
2026
Q1 		$377K Buy
+9,143
New +$405K 0.17% 61

Other funds holding BN

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return

Viewpoint Investment Partners's BN Position: Q2 2026 in Review

Viewpoint Investment Partners held its Brookfield (BN) position steady in Q2 2026 at 9,143 shares worth $388K. The position accounts for 0.13% of the portfolio, ranked #82.

Viewpoint Investment Partners first reported a position in BN in Q1 2026 and has held it in 2 quarters since. 355 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Viewpoint Investment Partners held 9,143 shares of Brookfield worth $388K as of Q2 2026.
  • Viewpoint Investment Partners left its Brookfield share count unchanged in Q2 2026.
  • Brookfield made up 0.13% of Viewpoint Investment Partners's portfolio in Q2 2026, its #82 holding.
  • Viewpoint Investment Partners first reported a position in Brookfield in Q1 2026 and has held it in 2 quarters since.
  • 355 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Viewpoint Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.