Belpointe Asset Management
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Belpointe Asset Management’s Brookfield BN Stock Holding History

Belpointe Asset Management’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
Q3 		– Sell
-6,020
Closed -$256K – 1160
2026
Q2 		$256K Buy
6,020
+17
+0.3% +$760 0.01% 955
2026
Q1 		$243K Buy
6,003
+489
+9% +$21.7K 0.01% 935
2025
Q4 		$253K Sell
5,514
-767
-12% -$35K 0.01% 878
2025
Q3 		$287K Sell
6,281
-300
-5% -$13.3K 0.01% 812
2025
Q2 		$271K Buy
6,581
+510
+8% +$18.9K 0.01% 785
2025
Q1 		$212K Buy
+6,071
New +$229K 0.01% 845
2023
Q2 		– Sell
-5,736
Closed -$125K – 918
2023
Q1 		$125K Sell
5,736
-6
-0.1% -$135 0.01% 1182
2022
Q4 		$120K Sell
5,742
-2,021
-26% -$45.3K 0.01% 1141
2022
Q3 		$170K Sell
7,763
-11,844
-60% -$307K 0.01% 907
2022
Q2 		$470K Buy
19,607
+180
+0.9% +$4.81K 0.03% 514
2022
Q1 		$592K Buy
19,427
+497
+3% +$14.9K 0.04% 489
2021
Q4 		$615K Hold
18,930
– – 0.04% 457
2021
Q3 		$546K Buy
18,930
+1,073
+6% +$31.3K 0.04% 487
2021
Q2 		$491K Buy
17,857
+108
+0.6% +$2.77K 0.04% 506
2021
Q1 		$423K Buy
17,749
+5,338
+43% +$119K 0.04% 485
2020
Q4 		$274K Buy
+12,411
New +$248K 0.02% 591

Other funds holding BN

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Belpointe Asset Management's BN Position: Q3 2026 in Review

Belpointe Asset Management sold out of Brookfield (BN) in Q3 2026, closing a stake of 6,020 shares — an estimated $256K sold.

Belpointe Asset Management first reported a position in BN in Q4 2020 and held it in 16 quarters. The position peaked at $615K in Q4 2021. 538 funds tracked by Wall St. Rank hold BN as of Q3 2026.

  • Belpointe Asset Management reported no remaining Brookfield position as of Q3 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 6,020 Brookfield shares in Q3 2026, an estimated $256K.
  • Belpointe Asset Management first reported a position in Brookfield in Q4 2020 and held it in 16 quarters.
  • Belpointe Asset Management's Brookfield position peaked at $615K in Q4 2021.
  • 538 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.