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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
Q2 		$2.89M Buy
67,935
+30,591
+82% +$1.37M 0.03% 426
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 $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Vise Technologies's BN Position: Q2 2026 in Review

Vise Technologies increased its Brookfield (BN) stake by 82% in Q2 2026, buying an estimated $1.37M and bringing the position to 67,935 shares worth $2.89M. The position accounts for 0.03% of the portfolio, ranked #426.

Vise Technologies first reported a position in BN in Q3 2024 and has held it in 7 quarters since. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Vise Technologies held 67,935 shares of Brookfield worth $2.89M as of Q2 2026.
  • Vise Technologies bought 30,591 Brookfield shares in Q2 2026, an estimated $1.37M.
  • Brookfield made up 0.03% of Vise Technologies's portfolio in Q2 2026, its #426 holding.
  • Vise Technologies first reported a position in Brookfield in Q3 2024 and has held it in 7 quarters since.
  • 944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.