Cardinal Point Capital Management’s Brookfield Business Partners BBU Stock Holding History

Cardinal Point Capital Management’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
2026 Q1	–	Sell	-236,389	Closed	-$8.38M	–	287
2025 Q4	$8.38M	Buy	236,389 +825	+0.4%	+$28.3K	0.55%	44
2025 Q3	$7.72M	Sell	235,564 -7,193	-3%	-$192K	0.54%	47
2025 Q2	$6.3M	Sell	242,757 -675	-0.3%	-$15.8K	0.5%	49
2025 Q1	$5.58M	Buy	+243,432	New	+$5.64M	0.51%	50

Other funds holding BBU

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Cardinal Point Capital Management's BBU Position: Q1 2026 in Review

Cardinal Point Capital Management sold out of Brookfield Business Partners (BBU) in Q1 2026, closing a stake of 236,389 shares — an estimated $8.38M sold.

Cardinal Point Capital Management first reported a position in BBU in Q1 2025 and held it in 4 quarters. The position peaked at $8.38M in Q4 2025. 2 funds tracked by Wall St. Rank hold BBU as of Q1 2026.

Cardinal Point Capital Management reported no remaining Brookfield Business Partners position as of Q1 2026 after selling out during the quarter.
Cardinal Point Capital Management sold 236,389 Brookfield Business Partners shares in Q1 2026, an estimated $8.38M.
Cardinal Point Capital Management first reported a position in Brookfield Business Partners in Q1 2025 and held it in 4 quarters.
Cardinal Point Capital Management's Brookfield Business Partners position peaked at $8.38M in Q4 2025.
2 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2026.

Based on Cardinal Point Capital Management's 13F filing for Q1 2026, filed 20 Apr 2026.