Ameritas Advisory Services’s Brookfield BN Stock Holding History

Ameritas Advisory Services’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 Q4	–	Sell	-716	Closed	-$32.7K	–	1062
2025 Q3	$32.7K	Sell	716 -75	-9%	-$3.32K	﹤0.01%	1248
2025 Q2	$32.6K	Buy	+791	New	+$29.3K	﹤0.01%	1512
2023 Q2	–	Sell	-3,917	Closed	-$85.1K	–	776
2023 Q1	$85.1K	Buy	+3,917	New	+$88.2K	﹤0.01%	1062
2022 Q2	–	Sell	-6,765	Closed	-$206K	–	802
2022 Q1	$206K	Buy	6,765 +4	+0.1%	+$120	0.01%	792
2021 Q4	$220K	Buy	+6,761	New	+$214K	0.01%	750

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Ameritas Advisory Services's BN Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Brookfield (BN) in Q4 2025, closing a stake of 716 shares — an estimated $32.7K sold.

Ameritas Advisory Services first reported a position in BN in Q4 2021 and held it in 5 quarters. The position peaked at $220K in Q4 2021. 936 funds tracked by Wall St. Rank hold BN as of Q4 2025.

Ameritas Advisory Services reported no remaining Brookfield position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 716 Brookfield shares in Q4 2025, an estimated $32.7K.
Ameritas Advisory Services first reported a position in Brookfield in Q4 2021 and held it in 5 quarters.
Ameritas Advisory Services's Brookfield position peaked at $220K in Q4 2021.
936 funds tracked by Wall St. Rank held Brookfield as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.