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Briaud Financial Planning’s Brookfield BN Stock Holding History

Briaud Financial Planning’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
-2,436
Closed -$100K – 63
2025
Q2 		$100K Hold
2,436
– – 0.04% 61
2025
Q1 		$85K Hold
2,436
– – 0.03% 62
2024
Q4 		$93K Hold
2,436
– – 0.04% 51
2024
Q3 		$86K Hold
2,436
– – 0.04% 46
2024
Q2 		$67K Hold
2,436
– – 0.04% 50
2024
Q1 		$68K Buy
+2,436
New +$65.7K 0.04% 48
2023
Q4 		– Sell
-2,436
Closed -$50K – 33
2023
Q3 		$50K Buy
+2,436
New +$54.9K 0.04% 53

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Briaud Financial Planning sold out of Brookfield (BN) in Q3 2025, closing a stake of 2,436 shares — an estimated $100K sold.

Briaud Financial Planning first reported a position in BN in Q3 2023 and held it in 7 quarters. The position peaked at $100K in Q2 2025. 881 funds tracked by Wall St. Rank hold BN as of Q3 2025.

  • Briaud Financial Planning reported no remaining Brookfield position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 2,436 Brookfield shares in Q3 2025, an estimated $100K.
  • Briaud Financial Planning first reported a position in Brookfield in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Brookfield position peaked at $100K in Q2 2025.
  • 881 funds tracked by Wall St. Rank held Brookfield as of Q3 2025.

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