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Westerkirk Capital’s Brookfield BN Stock Holding History

Westerkirk Capital’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 		– Sell
-6,140
Closed -$282K – 214
2025
Q4 		$282K Sell
6,140
-84,250
-93% -$3.84M 0.03% 188
2025
Q3 		$2.76M Sell
90,390
-18,450
-17% -$817K 0.31% 66
2025
Q2 		$4.49M Buy
+108,840
New +$4.03M 0.55% 40

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

Westerkirk Capital's BN Position: Q1 2026 in Review

Westerkirk Capital sold out of Brookfield (BN) in Q1 2026, closing a stake of 6,140 shares — an estimated $282K sold.

Westerkirk Capital first reported a position in BN in Q2 2025 and held it in 3 quarters. The position peaked at $4.49M in Q2 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Westerkirk Capital reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
  • Westerkirk Capital sold 6,140 Brookfield shares in Q1 2026, an estimated $282K.
  • Westerkirk Capital first reported a position in Brookfield in Q2 2025 and held it in 3 quarters.
  • Westerkirk Capital's Brookfield position peaked at $4.49M in Q2 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.