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Capital A Wealth Management’s Brookfield BN Stock Holding History

Capital A Wealth 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
2025
Q2 		– Sell
-2,532
Closed -$88.5K – 471
2025
Q1 		$88.5K Sell
2,532
-3,599
-59% -$136K 0.09% 110
2024
Q4 		$235K Buy
+6,131
New +$231K 0.39% 61

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

Capital A Wealth Management's BN Position: Q2 2025 in Review

Capital A Wealth Management sold out of Brookfield (BN) in Q2 2025, closing a stake of 2,532 shares — an estimated $88.5K sold.

Capital A Wealth Management first reported a position in BN in Q4 2024 and held it in 2 quarters. The position peaked at $235K in Q4 2024. 852 funds tracked by Wall St. Rank hold BN as of Q2 2025.

  • Capital A Wealth Management reported no remaining Brookfield position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 2,532 Brookfield shares in Q2 2025, an estimated $88.5K.
  • Capital A Wealth Management first reported a position in Brookfield in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Brookfield position peaked at $235K in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Brookfield as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.