SEC 13F Intelligence

Sage Investment Counsel LLC / BN

Sage Investment Counsel LLC’s Brookfield Corp Position

Does Sage Investment Counsel LLC own Brookfield Corp (BN)? Yes — 55.4K shares worth $2M (+2.49% of its 13F portfolio) as of Q1 2026, up from 53.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
55.4K
% of Portfolio
+2.49%
Quarters Held
6
currently held

Position History BN

Reported value by quarter
Q4 ’24: $809,356Q4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202655.4K$2M+2.49%
Q4 202553.9K$2M+2.72%
Q3 202535.9K$2M+2.73%
Q2 202536.1K$2M+2.59%
Q1 202532.6K$2M+2.16%
Q4 202414.1K$809,356+1.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sage Investment Counsel LLC’s full portfolio or all institutional holders of BN.