Vontobel Holding
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Vontobel Holding’s Brookfield BN Stock Holding History

Vontobel Holding’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
2025
Q4 		– Sell
-4,200
Closed -$192K – 1445
2025
Q3 		$192K Hold
4,200
– – ﹤0.01% 1236
2025
Q2 		$173K Buy
+4,200
New +$156K ﹤0.01% 1188

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

Vontobel Holding's BN Position: Q2 2026 in Review

Vontobel Holding increased its Brookfield (BN) stake by 25% in Q2 2026, buying an estimated $179K and bringing the position to 19,812 shares worth $844K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Vontobel Holding first reported a position in BN in Q3 2021 and has held it in 7 quarters since. The position peaked at $1.25M in Q4 2025. 943 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Vontobel Holding held 19,812 shares of Brookfield worth $844K as of Q2 2026.
  • Vontobel Holding bought 4,003 Brookfield shares in Q2 2026, an estimated $179K.
  • Brookfield made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #873 holding.
  • Vontobel Holding first reported a position in Brookfield in Q3 2021 and has held it in 7 quarters since.
  • Vontobel Holding's Brookfield position peaked at $1.25M in Q4 2025.
  • 943 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.