Zions Bancorporation, National Association’s Brookfield BN Stock Holding History

Zions Bancorporation, National Association’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	$6.81K	Hold	160	–	–	﹤0.01%	1002
2026 Q1	$6.47K	Hold	160	–	–	﹤0.01%	945
2025 Q4	$7.34K	Sell	160 -1	-0.6%	-$46	﹤0.01%	870
2025 Q3	$7.34K	Sell	161 -13	-7%	-$576	﹤0.01%	710
2025 Q2	$7.17K	Sell	174 -2	-1%	-$74	﹤0.01%	717
2025 Q1	$6.13K	Buy	+176	New	+$6.65K	﹤0.01%	725

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

Zions Bancorporation, National Association's BN Position: Q2 2026 in Review

Zions Bancorporation, National Association held its Brookfield (BN) position steady in Q2 2026 at 160 shares worth $6.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Zions Bancorporation, National Association first reported a position in BN in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.34K in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Zions Bancorporation, National Association held 160 shares of Brookfield worth $6.81K as of Q2 2026.
Zions Bancorporation, National Association left its Brookfield share count unchanged in Q2 2026.
Brookfield made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #1002 holding.
Zions Bancorporation, National Association first reported a position in Brookfield in Q1 2025 and has held it in 6 quarters since.
Zions Bancorporation, National Association's Brookfield position peaked at $7.34K in Q4 2025.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.