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Voya Financial Advisors’s Brookfield BN Stock Holding History

Voya Financial Advisors’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 		$322K Sell
8,254
-887
-10% -$39.3K 0.03% 169
2025
Q4 		$428K Sell
9,141
-1,044
-10% -$47.6K 0.04% 154
2025
Q3 		$469K Sell
10,185
-1,352
-12% -$59.9K 0.05% 151
2025
Q2 		$474K Sell
11,537
-496
-4% -$18.4K 0.05% 158
2025
Q1 		$416K Buy
12,033
+513
+4% +$19.4K 0.05% 164
2024
Q4 		$440K Sell
11,520
-2,084
-15% -$78.5K 0.05% 159
2024
Q3 		$484K Sell
13,604
-1,830
-12% -$57.8K 0.05% 160
2024
Q2 		$428K Sell
15,434
-753
-5% -$21K 0.05% 165
2024
Q1 		$449K Sell
16,187
-955
-6% -$25.8K 0.05% 163
2023
Q4 		$460K Sell
17,142
-215
-1% -$4.88K 0.06% 153
2023
Q3 		$371K Sell
17,357
-19
-0.1% -$428 0.05% 162
2023
Q2 		$378K Sell
17,376
-177
-1% -$3.75K 0.04% 162
2023
Q1 		$370K Buy
17,553
+633
+4% +$14.3K 0.05% 160
2022
Q4 		$361K Buy
16,920
+4,100
+32% +$91.9K 0.05% 167
2022
Q3 		$281K Buy
12,820
+138
+1% +$3.57K 0.04% 189
2022
Q2 		$305K Buy
12,682
+2,319
+22% +$62K 0.04% 189
2022
Q1 		$322K Buy
+10,363
New +$310K 0.04% 202
2020
Q2 		– Sell
-18,108
Closed -$285K – 603
2020
Q1 		$285K Sell
18,108
-115
-0.6% -$2.37K 0.02% 454
2019
Q4 		$376K Buy
18,223
+2,760
+18% +$55K 0.02% 457
2019
Q3 		$298K Buy
+15,463
New +$280K 0.02% 492
2017
Q1 		– Sell
-18,638
Closed -$219K – 486
2016
Q4 		$219K Sell
18,638
-1,020
-5% -$12.4K 0.02% 425
2016
Q3 		$248K Sell
19,658
-4,204
-18% -$51.5K 0.03% 370
2016
Q2 		$282K Buy
23,862
+6,087
+34% +$72.8K 0.03% 312
2016
Q1 		$218K Buy
+17,775
New +$192K 0.03% 347

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

Voya Financial Advisors's BN Position: Q1 2026 in Review

Voya Financial Advisors reduced its Brookfield (BN) stake by 9.7% in Q1 2026, selling an estimated $39.3K and leaving 8,254 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #169.

Voya Financial Advisors first reported a position in BN in Q1 2016 and has held it in 24 quarters since. The position peaked at $484K in Q3 2024. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Voya Financial Advisors held 8,254 shares of Brookfield worth $322K as of Q1 2026.
  • Voya Financial Advisors sold 887 Brookfield shares in Q1 2026, an estimated $39.3K.
  • Brookfield made up 0.03% of Voya Financial Advisors's portfolio in Q1 2026, its #169 holding.
  • Voya Financial Advisors first reported a position in Brookfield in Q1 2016 and has held it in 24 quarters since.
  • Voya Financial Advisors's Brookfield position peaked at $484K in Q3 2024.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Voya Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.