AF
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Aviso Financial’s Brookfield BN Stock Holding History

Aviso Financial’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 		$87.5M Buy
2,161,688
+28,412
+1% +$1.26M 3.11% 8
2025
Q4 		$98M Buy
2,133,276
+29,344
+1% +$1.34M 3.72% 6
2025
Q3 		$96.3M Buy
2,103,932
+21,957
+1% +$973K 3.91% 6
2025
Q2 		$85.9M Buy
2,081,975
+40,115
+2% +$1.49M 3.87% 6
2025
Q1 		$71.3M Sell
2,041,860
-217,568
-10% -$8.22M 3.51% 8
2024
Q4 		$86.6M Buy
2,259,428
+52,286
+2% +$1.97M 4.37% 5
2024
Q3 		$78.2M Buy
2,207,142
+58,657
+3% +$1.85M 3.87% 5
2024
Q2 		$59.1M Buy
+2,148,485
New +$59.8M 3.3% 10

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return