Daniel Investment Group, Inc.’s Brookfield BN Stock Holding History

Daniel Investment Group, Inc.’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	$10M	Buy	+235,072	New	+$10.5M	5.93%	3

Other funds holding BN

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Daniel Investment Group, Inc.'s BN Position: Q2 2026 in Review

Daniel Investment Group, Inc. opened a new position in Brookfield (BN) in Q2 2026: 235,072 shares worth $10M. The stake represents 5.93% of the portfolio and ranks #3 among its holdings.

498 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Daniel Investment Group, Inc. held 235,072 shares of Brookfield worth $10M as of Q2 2026.
Brookfield was a new Daniel Investment Group, Inc. position in Q2 2026.
Brookfield made up 5.93% of Daniel Investment Group, Inc.'s portfolio in Q2 2026, its #3 holding.
498 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Daniel Investment Group, Inc.'s 13F filing for Q2 2026, filed 3 Aug 2026.