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Biltmore Family Office’s Brookfield BN Stock Holding History

Biltmore Family Office’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
Q2 		– Sell
-6,000
Closed -$210K – 283
2025
Q1 		$210K Hold
6,000
– – 0.04% 199
2024
Q4 		$230K Hold
6,000
– – 0.04% 189
2024
Q3 		$213K Buy
+6,000
New +$189K 0.04% 199

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 $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
BC
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 $112B AUM 31.26% 1-Year Est. Return

Biltmore Family Office's BN Position: Q2 2025 in Review

Biltmore Family Office sold out of Brookfield (BN) in Q2 2025, closing a stake of 6,000 shares — an estimated $210K sold.

Biltmore Family Office first reported a position in BN in Q3 2024 and held it in 3 quarters. The position peaked at $230K in Q4 2024. 852 funds tracked by Wall St. Rank hold BN as of Q2 2025.

  • Biltmore Family Office reported no remaining Brookfield position as of Q2 2025 after selling out during the quarter.
  • Biltmore Family Office sold 6,000 Brookfield shares in Q2 2025, an estimated $210K.
  • Biltmore Family Office first reported a position in Brookfield in Q3 2024 and held it in 3 quarters.
  • Biltmore Family Office's Brookfield position peaked at $230K in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Brookfield as of Q2 2025.

Based on Biltmore Family Office's 13F filing for Q2 2025, filed 1 Aug 2025.