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

WCM 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 		$42.7M Buy
1,103,817
+904,701
+454% +$40.1M 0.1% 61
2025
Q4 		$9.22M Buy
199,116
+60,412
+44% +$2.75M 0.02% 157
2025
Q3 		$6.39M Buy
138,704
+18,462
+15% +$818K 0.01% 155
2025
Q2 		$4.94M Buy
120,242
+549
+0.5% +$20.3K 0.01% 159
2025
Q1 		$4.14M Buy
119,693
+31,211
+35% +$1.18M 0.01% 186
2024
Q4 		$3.38M Buy
88,482
+42,811
+94% +$1.61M 0.01% 204
2024
Q3 		$1.63M Buy
45,671
+236
+0.5% +$7.45K ﹤0.01% 223
2024
Q2 		$1.26M Buy
45,435
+16,147
+55% +$450K ﹤0.01% 203
2024
Q1 		$818K Sell
29,288
-1,225
-4% -$33K ﹤0.01% 212
2023
Q4 		$818K Sell
30,513
-692
-2% -$15.7K ﹤0.01% 211
2023
Q3 		$651K Sell
31,205
-8,682
-22% -$196K ﹤0.01% 201
2023
Q2 		$895K Sell
39,887
-30
-0.1% -$636 ﹤0.01% 206
2023
Q1 		$867K Sell
39,917
-10,462
-21% -$236K ﹤0.01% 200
2022
Q4 		$1.06M Sell
50,379
-44,424
-47% -$996K ﹤0.01% 197
2022
Q3 		$2.08M Buy
94,803
+557
+0.6% +$14.4K 0.01% 157
2022
Q2 		$2.27M Buy
94,246
+488
+0.5% +$13K 0.01% 165
2022
Q1 		$2.86M Buy
93,758
+51,137
+120% +$1.53M 0.01% 159
2021
Q4 		$1.39M Buy
42,621
+4,426
+12% +$140K ﹤0.01% 172
2021
Q3 		$1.1M Buy
38,195
+816
+2% +$23.8K ﹤0.01% 174
2021
Q2 		$1.03M Buy
37,379
+10,463
+39% +$268K ﹤0.01% 166
2021
Q1 		$641K Buy
26,916
+10,509
+64% +$234K ﹤0.01% 168
2020
Q4 		$362K Buy
16,407
+2,662
+19% +$53.3K ﹤0.01% 182
2020
Q3 		$243K Buy
+13,745
New +$246K ﹤0.01% 177

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

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

WCM Investment Management increased its Brookfield (BN) stake by 454% in Q1 2026, buying an estimated $40.1M and bringing the position to 1,103,817 shares worth $42.7M. The position accounts for 0.1% of the portfolio, ranked #61.

WCM Investment Management first reported a position in BN in Q3 2020 and has held it in 23 quarters since. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • WCM Investment Management held 1,103,817 shares of Brookfield worth $42.7M as of Q1 2026.
  • WCM Investment Management bought 904,701 Brookfield shares in Q1 2026, an estimated $40.1M.
  • Brookfield made up 0.1% of WCM Investment Management's portfolio in Q1 2026, its #61 holding.
  • WCM Investment Management first reported a position in Brookfield in Q3 2020 and has held it in 23 quarters since.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.