Vise Technologies’s Brookfield BN Stock Holding History

Vise Technologies’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	$1.71M	Hold	37,344	–	–	0.03%	417
2025 Q4	$1.71M	Buy	37,344 +8,092	+28%	+$369K	0.03%	418
2025 Q3	$1.34M	Sell	29,252 -577	-2%	-$25.6K	0.05%	352
2025 Q2	$1.23M	Buy	+29,829	New	+$1.11M	0.05%	385
2024 Q4	$903K	Buy	23,576 +10,739	+84%	+$405K	0.08%	282
2024 Q3	$455K	Buy	+12,837	New	+$405K	0.06%	320

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Vise Technologies's BN Position: Q1 2026 in Review

Vise Technologies held its Brookfield (BN) position steady in Q1 2026 at 37,344 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #417.

Vise Technologies first reported a position in BN in Q3 2024 and has held it in 6 quarters since. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Vise Technologies held 37,344 shares of Brookfield worth $1.71M as of Q1 2026.
Vise Technologies left its Brookfield share count unchanged in Q1 2026.
Brookfield made up 0.03% of Vise Technologies's portfolio in Q1 2026, its #417 holding.
Vise Technologies first reported a position in Brookfield in Q3 2024 and has held it in 6 quarters since.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.