Briaud Financial Planning’s Brookfield Business Corp Class A Subordinate Voting Shares BBUC Stock Holding History

Briaud Financial Planning’s Portfolio BBUC Stock Details BBUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10	Closed	–	–	56
2025 Q2	$0	Hold	10	–	–	﹤0.01%	346
2025 Q1	$0	Hold	10	–	–	﹤0.01%	198
2024 Q4	$0	Hold	10	–	–	﹤0.01%	192
2024 Q3	$0	Hold	10	–	–	﹤0.01%	133
2024 Q2	$0	Hold	10	–	–	﹤0.01%	135
2024 Q1	$1K	Buy	+10	New	+$231	﹤0.01%	120
2023 Q4	–	Sell	-10	Closed	–	–	30
2023 Q3	$0	Buy	+10	New	+$192	﹤0.01%	161

Other funds holding BBUC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

Briaud Financial Planning sold out of Brookfield Business Corp Class A Subordinate Voting Shares (BBUC) in Q3 2025, closing a stake of 10 shares.

Briaud Financial Planning first reported a position in BBUC in Q3 2023 and held it in 7 quarters. The position peaked at $1K in Q1 2024. 128 funds tracked by Wall St. Rank hold BBUC as of Q3 2025.

Briaud Financial Planning reported no remaining Brookfield Business Corp Class A Subordinate Voting Shares position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 10 Brookfield Business Corp Class A Subordinate Voting Shares shares in Q3 2025.
Briaud Financial Planning first reported a position in Brookfield Business Corp Class A Subordinate Voting Shares in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's Brookfield Business Corp Class A Subordinate Voting Shares position peaked at $1K in Q1 2024.
128 funds tracked by Wall St. Rank held Brookfield Business Corp Class A Subordinate Voting Shares as of Q3 2025.

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