Bank of New York Mellon
BBU

Bank of New York Mellon’s Brookfield Business Partners BBU Stock Holding History

Bank of New York Mellon’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
Q4 		– Sell
-7,357
Closed -$240K – 4192
2025
Q3 		$240K Buy
+7,357
New +$196K ﹤0.01% 3951
2025
Q2 		– Sell
-19,802
Closed -$465K – 4148
2025
Q1 		$465K Buy
19,802
+2,078
+12% +$48.2K ﹤0.01% 3482
2024
Q4 		$415K Buy
17,724
+1,448
+9% +$34.4K ﹤0.01% 3620
2024
Q3 		$379K Buy
16,276
+10
+0.1% +$204 ﹤0.01% 3649
2024
Q2 		$307K Buy
+16,266
New +$312K ﹤0.01% 3807

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
PIC
PCJ Investment Counsel Toronto, Ontario, Canada $348M AUM 54.69% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.47% 1-Year Est. Return

Bank of New York Mellon's BBU Position: Q4 2025 in Review

Bank of New York Mellon sold out of Brookfield Business Partners (BBU) in Q4 2025, closing a stake of 7,357 shares — an estimated $240K sold.

Bank of New York Mellon first reported a position in BBU in Q2 2024 and held it in 5 quarters. The position peaked at $465K in Q1 2025. 67 funds tracked by Wall St. Rank hold BBU as of Q4 2025.

  • Bank of New York Mellon reported no remaining Brookfield Business Partners position as of Q4 2025 after selling out during the quarter.
  • Bank of New York Mellon sold 7,357 Brookfield Business Partners shares in Q4 2025, an estimated $240K.
  • Bank of New York Mellon first reported a position in Brookfield Business Partners in Q2 2024 and held it in 5 quarters.
  • Bank of New York Mellon's Brookfield Business Partners position peaked at $465K in Q1 2025.
  • 67 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q4 2025.

Based on Bank of New York Mellon's 13F filing for Q4 2025, filed 10 Feb 2026.