Voloridge Investment Management
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Voloridge Investment Management’s Brookfield BN Stock Holding History

Voloridge 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 		$34M Buy
839,662
+609,235
+264% +$27M 0.14% 210
2025
Q4 		$10.6M Sell
230,427
-370,706
-62% -$16.9M 0.04% 565
2025
Q3 		$27.5M Sell
601,133
-786,715
-57% -$34.9M 0.09% 265
2025
Q2 		$57.2M Buy
1,387,848
+120,181
+9% +$4.45M 0.21% 124
2025
Q1 		$44.3M Buy
1,267,667
+779,720
+160% +$29.5M 0.16% 177
2024
Q4 		$18.7M Sell
487,947
-265,278
-35% -$9.99M 0.07% 362
2024
Q3 		$26.7M Sell
753,225
-823,278
-52% -$26M 0.1% 303
2024
Q2 		$43.7M Buy
1,576,503
+703,875
+81% +$19.6M 0.16% 187
2024
Q1 		$24.4M Buy
+872,628
New +$23.5M 0.09% 282
2023
Q4 		– Sell
-265,475
Closed -$5.53M – 1176
2023
Q3 		$5.53M Sell
265,475
-678,925
-72% -$15.3M 0.03% 623
2023
Q2 		$21.2M Sell
944,400
-855,921
-48% -$18.1M 0.1% 273
2023
Q1 		$39.1M Buy
1,800,321
+733,249
+69% +$16.5M 0.19% 161
2022
Q4 		$22.4M Buy
1,067,072
+310,444
+41% +$6.96M 0.12% 236
2022
Q3 		$16.7M Sell
756,628
-63,705
-8% -$1.65M 0.09% 305
2022
Q2 		$19.7M Buy
+820,333
New +$21.9M 0.1% 269
2022
Q1 		– Sell
-28,634
Closed -$932K – 1379
2021
Q4 		$932K Buy
+28,634
New +$906K 0.01% 1287
2021
Q1 		– Sell
-166,660
Closed -$3.68M – 1401
2020
Q4 		$3.68M Buy
+166,660
New +$3.34M 0.03% 537
2020
Q3 		– Sell
-152,504
Closed -$2.69M – 1254
2020
Q2 		$2.69M Sell
152,504
-237,418
-61% -$4.17M 0.03% 524
2020
Q1 		$6.16M Buy
+389,922
New +$8.02M 0.18% 132
2019
Q3 		– Sell
-146,914
Closed -$2.5M – 1057
2019
Q2 		$2.5M Buy
+146,914
New +$2.49M 0.07% 280
2018
Q2 		– Sell
-42,700
Closed -$594K – 422
2018
Q1 		$594K Sell
42,700
-96,725
-69% -$1.4M 0.01% 403
2017
Q4 		$2.17M Buy
+139,425
New +$2.11M 0.05% 311
2015
Q4 		– Sell
-116,332
Closed -$1.28M – 196
2015
Q3 		$1.28M Buy
+116,332
New +$1.36M 0.06% 206

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

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

Voloridge Investment Management increased its Brookfield (BN) stake by 264% in Q1 2026, buying an estimated $27M and bringing the position to 839,662 shares worth $34M. The position accounts for 0.14% of the portfolio, ranked #210.

Voloridge Investment Management first reported a position in BN in Q3 2015 and has held it in 23 quarters since. The position peaked at $57.2M in Q2 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Voloridge Investment Management held 839,662 shares of Brookfield worth $34M as of Q1 2026.
  • Voloridge Investment Management bought 609,235 Brookfield shares in Q1 2026, an estimated $27M.
  • Brookfield made up 0.14% of Voloridge Investment Management's portfolio in Q1 2026, its #210 holding.
  • Voloridge Investment Management first reported a position in Brookfield in Q3 2015 and has held it in 23 quarters since.
  • Voloridge Investment Management's Brookfield position peaked at $57.2M in Q2 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Voloridge Investment Management's 13F filing for Q1 2026, filed 15 May 2026.