BFP
BBU

Briaud Financial Planning’s Brookfield Business Partners BBU Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-21
Closed – – 55
2025
Q2 		$0 Hold
21
– – ﹤0.01% 345
2025
Q1 		$0 Hold
21
– – ﹤0.01% 197
2024
Q4 		$0 Hold
21
– – ﹤0.01% 191
2024
Q3 		$0 Hold
21
– – ﹤0.01% 132
2024
Q2 		$0 Hold
21
– – ﹤0.01% 134
2024
Q1 		$1K Buy
+21
New +$450 ﹤0.01% 119
2023
Q4 		– Sell
-21
Closed – – 29
2023
Q3 		$0 Buy
+21
New +$351 ﹤0.01% 160

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
PIC
PCJ Investment Counsel Toronto, Ontario, Canada $352M AUM 68.32% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Briaud Financial Planning's BBU Position: Q3 2025 in Review

Briaud Financial Planning sold out of Brookfield Business Partners (BBU) in Q3 2025, closing a stake of 21 shares.

Briaud Financial Planning first reported a position in BBU in Q3 2023 and held it in 7 quarters. The position peaked at $1K in Q1 2024. 66 funds tracked by Wall St. Rank hold BBU as of Q3 2025.

  • Briaud Financial Planning reported no remaining Brookfield Business Partners position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 21 Brookfield Business Partners shares in Q3 2025.
  • Briaud Financial Planning first reported a position in Brookfield Business Partners in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Brookfield Business Partners position peaked at $1K in Q1 2024.
  • 66 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.