Superior Planning, LLC’s Brookfield BN Stock Holding History

Superior Planning, LLC’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 Q3	$659K	Buy	+18,064	New	+$746K	0.27%	84

Other funds holding BN

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Superior Planning, LLC's BN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Brookfield (BN) in Q3 2026: 18,064 shares worth $659K. The stake represents 0.27% of the portfolio and ranks #84 among its holdings.

615 funds tracked by Wall St. Rank hold BN as of Q3 2026.

Superior Planning, LLC held 18,064 shares of Brookfield worth $659K as of Q3 2026.
Brookfield was a new Superior Planning, LLC position in Q3 2026.
Brookfield made up 0.27% of Superior Planning, LLC's portfolio in Q3 2026, its #84 holding.
615 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.