West Family Investments’s Brookfield BN Stock Holding History

West Family Investments’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	$336K	Buy	7,890 +304	+4%	+$13.6K	0.1%	288
2026 Q1	$307K	Buy	7,586 +674	+10%	+$29.9K	0.11%	168
2025 Q4	$317K	Sell	6,912 -3,702	-35%	-$169K	0.07%	249
2025 Q3	$485K	Buy	10,614 +304	+3%	+$13.5K	0.11%	184
2025 Q2	$425K	Buy	10,310 +4,271	+71%	+$158K	0.11%	195
2025 Q1	$211K	Hold	6,039	–	–	0.08%	232
2024 Q4	$231K	Buy	+6,039	New	+$228K	0.08%	243

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

West Family Investments's BN Position: Q2 2026 in Review

West Family Investments increased its Brookfield (BN) stake by 4% in Q2 2026, buying an estimated $13.6K and bringing the position to 7,890 shares worth $336K. The position accounts for 0.1% of the portfolio, ranked #288.

West Family Investments first reported a position in BN in Q4 2024 and has held it in 7 quarters since. The position peaked at $485K in Q3 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

West Family Investments held 7,890 shares of Brookfield worth $336K as of Q2 2026.
West Family Investments bought 304 Brookfield shares in Q2 2026, an estimated $13.6K.
Brookfield made up 0.1% of West Family Investments's portfolio in Q2 2026, its #288 holding.
West Family Investments first reported a position in Brookfield in Q4 2024 and has held it in 7 quarters since.
West Family Investments's Brookfield position peaked at $485K in Q3 2025.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.