Wulff, Hansen & Co’s Brookfield BN Stock Holding History

Wulff, Hansen & Co’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	$2.49M	Buy	58,440 +9,250	+19%	+$414K	1.91%	13
2026 Q1	$1.99M	Hold	49,190	–	–	2.03%	13
2025 Q4	$2.26M	Sell	49,190 -4	-0%	-$182	1.89%	12
2025 Q3	$2.25M	Hold	49,194	–	–	1.94%	11
2025 Q2	$2.03M	Sell	49,194 -11,535	-19%	-$427K	1.74%	14
2025 Q1	$2.09M	Hold	60,729	–	–	1.91%	14
2024 Q4	$2.3M	Hold	60,729	–	–	2.18%	10
2024 Q3	$2.11M	Sell	60,729 -8,225	-12%	-$260K	1.91%	12
2024 Q2	$1.88M	Sell	68,954 -84	-0.1%	-$2.34K	1.85%	14
2024 Q1	$1.93M	Sell	69,038 -3,615	-5%	-$97.5K	1.93%	13
2023 Q4	$1.94M	Sell	72,653 -730	-1%	-$16.6K	2.16%	13
2023 Q3	$1.55M	Buy	73,383 +58,719	+400%	+$1.32M	1.81%	19
2023 Q2	$319K	Sell	14,664 -58,719	-80%	-$1.24M	0.36%	64
2023 Q1	$1.6M	Hold	73,383	–	–	1.82%	19
2022 Q4	$1.51M	Buy	73,383 +590	+0.8%	+$13.2K	1.84%	20
2022 Q3	$1.6M	Hold	72,793	–	–	2.01%	15
2022 Q2	$1.75M	Hold	72,793	–	–	1.98%	18
2022 Q1	$2.22M	Sell	72,793 -16,175	-18%	-$484K	2.11%	14
2021 Q4	$2.9M	Buy	+88,968	New	+$2.81M	2.5%	8

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

Wulff, Hansen & Co's BN Position: Q2 2026 in Review

Wulff, Hansen & Co increased its Brookfield (BN) stake by 19% in Q2 2026, buying an estimated $414K and bringing the position to 58,440 shares worth $2.49M. The position accounts for 1.91% of the portfolio, ranked #13.

Wulff, Hansen & Co first reported a position in BN in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.9M in Q4 2021. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Wulff, Hansen & Co held 58,440 shares of Brookfield worth $2.49M as of Q2 2026.
Wulff, Hansen & Co bought 9,250 Brookfield shares in Q2 2026, an estimated $414K.
Brookfield made up 1.91% of Wulff, Hansen & Co's portfolio in Q2 2026, its #13 holding.
Wulff, Hansen & Co first reported a position in Brookfield in Q4 2021 and has held it in 19 quarters since.
Wulff, Hansen & Co's Brookfield position peaked at $2.9M in Q4 2021.
941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Wulff, Hansen & Co's 13F filing for Q2 2026, filed 5 Aug 2026.