AMPWP
BN icon

Alvarez & Marsal Private Wealth Partners’s Brookfield BN Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		– Sell
-10,723
Closed -$434K – 122
2026
Q1 		$434K Buy
+10,723
New +$475K 0.06% 85

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's BN Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Brookfield (BN) in Q2 2026, closing a stake of 10,723 shares — an estimated $434K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in BN in Q1 2026 and held it in 1 quarter. The position peaked at $434K in Q1 2026. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Brookfield position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 10,723 Brookfield shares in Q2 2026, an estimated $434K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Brookfield in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Brookfield position peaked at $434K in Q1 2026.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.