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Yousif Capital Management’s Brookfield BN Stock Holding History

Yousif Capital 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
Q2 		– Sell
-17,613
Closed -$713K – 1679
2026
Q1 		$713K Hold
17,613
– – 0.01% 1240
2025
Q4 		$798K Sell
17,613
-5,906
-25% -$269K 0.01% 1196
2025
Q3 		$1.08M Sell
23,519
-4,905
-17% -$217K 0.01% 1064
2025
Q2 		$1.17M Buy
28,424
+2,003
+8% +$74.2K 0.01% 1047
2025
Q1 		$923K Sell
26,421
-2,025
-7% -$76.5K 0.01% 1150
2024
Q4 		$1.09M Sell
28,446
-7,973
-22% -$300K 0.01% 1100
2024
Q3 		$1.29M Sell
36,419
-2,937
-7% -$92.7K 0.01% 1017
2024
Q2 		$1.09M Sell
39,356
-1,320
-3% -$36.8K 0.01% 1084
2024
Q1 		$1.14M Hold
40,676
– – 0.01% 1139
2023
Q4 		$1.09M Hold
40,676
– – 0.01% 1183
2023
Q3 		$848K Buy
40,676
+630
+2% +$14.2K 0.01% 1221
2023
Q2 		$898K Buy
40,046
+180
+0.5% +$3.81K 0.01% 1216
2023
Q1 		$866K Sell
39,866
-1,350
-3% -$30.4K 0.01% 1218
2022
Q4 		$864K Sell
41,216
-9,768
-19% -$219K 0.01% 1237
2022
Q3 		$1.12M Buy
50,984
+5,994
+13% +$155K 0.02% 1127
2022
Q2 		$1.08M Sell
44,990
-353
-0.8% -$9.43K 0.01% 1196
2022
Q1 		$1.38M Hold
45,343
– – 0.02% 1192
2021
Q4 		$1.48M Buy
+45,343
New +$1.43M 0.02% 1179

Other funds holding BN

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Yousif Capital Management's BN Position: Q2 2026 in Review

Yousif Capital Management sold out of Brookfield (BN) in Q2 2026, closing a stake of 17,613 shares — an estimated $713K sold.

Yousif Capital Management first reported a position in BN in Q4 2021 and held it in 18 quarters. The position peaked at $1.48M in Q4 2021. 182 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Yousif Capital Management reported no remaining Brookfield position as of Q2 2026 after selling out during the quarter.
  • Yousif Capital Management sold 17,613 Brookfield shares in Q2 2026, an estimated $713K.
  • Yousif Capital Management first reported a position in Brookfield in Q4 2021 and held it in 18 quarters.
  • Yousif Capital Management's Brookfield position peaked at $1.48M in Q4 2021.
  • 182 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.