AF
BBU

Aviso Financial’s Brookfield Business Partners BBU Stock Holding History

Aviso Financial’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
2026
Q1 		– Sell
-90
Closed -$3.18K – 341
2025
Q4 		$3.18K Hold
90
– – ﹤0.01% 309
2025
Q3 		$2.95K Hold
90
– – ﹤0.01% 313
2025
Q2 		$2.34K Hold
90
– – ﹤0.01% 326
2025
Q1 		$2.11K Hold
90
– – ﹤0.01% 327
2024
Q4 		$2.12K Hold
90
– – ﹤0.01% 332
2024
Q3 		$2.11K Sell
90
-32
-26% -$653 ﹤0.01% 333
2024
Q2 		$2.23K Buy
+122
New +$2.34K ﹤0.01% 315

Other funds holding BBU

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Aviso Financial's BBU Position: Q1 2026 in Review

Aviso Financial sold out of Brookfield Business Partners (BBU) in Q1 2026, closing a stake of 90 shares — an estimated $3.18K sold.

Aviso Financial first reported a position in BBU in Q2 2024 and held it in 7 quarters. The position peaked at $3.18K in Q4 2025. 2 funds tracked by Wall St. Rank hold BBU as of Q1 2026.

  • Aviso Financial reported no remaining Brookfield Business Partners position as of Q1 2026 after selling out during the quarter.
  • Aviso Financial sold 90 Brookfield Business Partners shares in Q1 2026, an estimated $3.18K.
  • Aviso Financial first reported a position in Brookfield Business Partners in Q2 2024 and held it in 7 quarters.
  • Aviso Financial's Brookfield Business Partners position peaked at $3.18K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.