AAS
BBU

Ameritas Advisory Services’s Brookfield Business Partners BBU Stock Holding History

Ameritas Advisory Services’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5
Closed -$117 – 2178
2025
Q2 		$117 Buy
+5
New +$117 ﹤0.01% 2784
2023
Q2 		– Sell
-11
Closed -$205 – 712
2023
Q1 		$205 Buy
+11
New +$203 ﹤0.01% 2716

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
PIC
PCJ Investment Counsel Toronto, Ontario, Canada $352M AUM 68.32% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ameritas Advisory Services's BBU Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Brookfield Business Partners (BBU) in Q3 2025, closing a stake of 5 shares — an estimated $117 sold.

Ameritas Advisory Services first reported a position in BBU in Q1 2023 and held it in 2 quarters. The position peaked at $205 in Q1 2023. 66 funds tracked by Wall St. Rank hold BBU as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Brookfield Business Partners position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 5 Brookfield Business Partners shares in Q3 2025, an estimated $117.
  • Ameritas Advisory Services first reported a position in Brookfield Business Partners in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Brookfield Business Partners position peaked at $205 in Q1 2023.
  • 66 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.