Beacon Capital Management LLC (Tennessee)’s Brookfield BN Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-68	Closed	-$2.79K	–	240
2025 Q2	$2.79K	Sell	68 -426	-86%	-$15.8K	﹤0.01%	846
2025 Q1	$17.2K	Buy	494 +426	+626%	+$16.1K	﹤0.01%	505
2024 Q4	$2.58K	Hold	68	–	–	﹤0.01%	843
2024 Q3	$2.39K	Buy	+68	New	+$2.15K	﹤0.01%	961
2023 Q4	–	Sell	-18	Closed	-$404	–	990
2023 Q3	$404	Hold	18	–	–	﹤0.01%	972
2023 Q2	$404	Hold	18	–	–	﹤0.01%	972
2023 Q1	$391	Hold	18	–	–	﹤0.01%	892
2022 Q4	$378	Sell	18 -4	-18%	-$90	﹤0.01%	945
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	784
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	837
2022 Q1	$1K	Buy	+22	New	+$658	﹤0.01%	837

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Principal Financial Group

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Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return