AWM
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Accredited Wealth Management’s Brookfield BN Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$25.4K Sell
342
-215
-39% -$9.53K 0.02% 187
2025
Q2 		$22.9K Hold
557
– – 0.02% 192
2025
Q1 		$19.4K Buy
+557
New +$21.1K 0.02% 182

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Accredited Wealth Management's BN Position: Q3 2025 in Review

Accredited Wealth Management reduced its Brookfield (BN) stake by 39% in Q3 2025, selling an estimated $9.53K and leaving 342 shares worth $25.4K. The position accounts for 0.02% of the portfolio, ranked #187.

Accredited Wealth Management first reported a position in BN in Q1 2025 and has held it in 3 quarters since. 879 funds tracked by Wall St. Rank hold BN as of Q3 2025.

  • Accredited Wealth Management held 342 shares of Brookfield worth $25.4K as of Q3 2025.
  • Accredited Wealth Management sold 215 Brookfield shares in Q3 2025, an estimated $9.53K.
  • Brookfield made up 0.02% of Accredited Wealth Management's portfolio in Q3 2025, its #187 holding.
  • Accredited Wealth Management first reported a position in Brookfield in Q1 2025 and has held it in 3 quarters since.
  • 879 funds tracked by Wall St. Rank held Brookfield as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.