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Jefferies Group’s BN Holdings & Trades

First Buy
Q4 2022
Duration Held
8 Quarters
Largest Add
Q4 2022
+2.77 M Shares
Current Position
1.12 M Shares
$51.35 M Value

Jefferies Group's BN Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 1.12 M shares of Brookfield Corporation (BN) worth $51.35 M, representing 0.26% of the portfolio. First purchased in 2022-Q4, this short-term holding has been held for 8 quarters.

Based on 13F filings, Jefferies Group has maintained this position in BN for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 1.12 M shares. Largest reduction occurred in Q2 2023, reducing 1.88 M shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's Brookfield Corporation (BN) Holding Value Over Time

Track share changes against reported price movement

Quarterly Brookfield Corporation (BN) Trades by Jefferies Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2022 +2.77 M New Buy 2.77 M $20.97
Q1 2023 -1,170 Reduce 0.04% 2.77 M $21.73
Q2 2023 -1.88 M Reduce 67.87% 890,368 $22.43
Q3 2023 +301,380 Add 33.85% 1.19 M $20.85
Q4 2023 +74,664 Add 6.27% 1.27 M $26.75
Q1 2024 -959,989 Reduce 75.80% 306,423 $27.91
Q2 2024 -306,423 Sold Out 0 $0.00
Q4 2025 +1.12 M New Buy 1.12 M $45.89

Jefferies Group's Brookfield Corporation Investment FAQs

Jefferies Group first purchased Brookfield Corporation (BN) in Q4 2022, acquiring 2,772,538 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group has held Brookfield Corporation (BN) for 8 quarters since Q4 2022.

Jefferies Group's largest addition to Brookfield Corporation (BN) was in Q4 2022, adding 2,772,538 shares worth $58.15 M.

According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 1,119,000 shares of Brookfield Corporation (BN), valued at approximately $51.35 M.

As of the Q4 2025 filing, Brookfield Corporation (BN) represents approximately 0.26% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.

Jefferies Group's peak holding in Brookfield Corporation (BN) was 2,772,538 shares, as reported at the end of Q4 2022.