Aspiriant LLC’s Brookfield BN Stock Holding History

Aspiriant 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 Q1	–	Sell	-20,846	Closed	-$957K	–	340
2025 Q4	$957K	Buy	+20,846	New	+$951K	0.03%	161

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PSCM

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Aspiriant LLC's BN Position: Q1 2026 in Review

Aspiriant LLC sold out of Brookfield (BN) in Q1 2026, closing a stake of 20,846 shares — an estimated $957K sold.

Aspiriant LLC first reported a position in BN in Q4 2025 and held it in 1 quarter. The position peaked at $957K in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Aspiriant LLC reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
Aspiriant LLC sold 20,846 Brookfield shares in Q1 2026, an estimated $957K.
Aspiriant LLC first reported a position in Brookfield in Q4 2025 and held it in 1 quarter.
Aspiriant LLC's Brookfield position peaked at $957K in Q4 2025.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.