Cardinal Point Capital Management’s Brookfield Business Corp Class A Subordinate Voting Shares BBUC Stock Holding History

Cardinal Point Capital Management’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
2026 Q2	$10.6M	Buy	354,970 +1,965	+0.6%	+$65K	0.6%	43
2026 Q1	$11.1M	Buy	353,005 +233,872	+196%	+$8.04M	0.68%	40
2025 Q4	$4.26M	Buy	119,133 +5,255	+5%	+$184K	0.28%	60
2025 Q3	$3.82M	Sell	113,878 -4,490	-4%	-$145K	0.27%	60
2025 Q2	$3.7M	Buy	118,368 +250	+0.2%	+$6.83K	0.29%	59
2025 Q1	$3M	Buy	+118,118	New	+$3M	0.28%	59

Other funds holding BBUC

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Cardinal Point Capital Management's BBUC Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Brookfield Business Corp Class A Subordinate Voting Shares (BBUC) stake by 0.56% in Q2 2026, buying an estimated $65K and bringing the position to 354,970 shares worth $10.6M. The position accounts for 0.6% of the portfolio, ranked #43.

Cardinal Point Capital Management first reported a position in BBUC in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.1M in Q1 2026. 10 funds tracked by Wall St. Rank hold BBUC as of Q2 2026.

Cardinal Point Capital Management held 354,970 shares of Brookfield Business Corp Class A Subordinate Voting Shares worth $10.6M as of Q2 2026.
Cardinal Point Capital Management bought 1,965 Brookfield Business Corp Class A Subordinate Voting Shares shares in Q2 2026, an estimated $65K.
Brookfield Business Corp Class A Subordinate Voting Shares made up 0.6% of Cardinal Point Capital Management's portfolio in Q2 2026, its #43 holding.
Cardinal Point Capital Management first reported a position in Brookfield Business Corp Class A Subordinate Voting Shares in Q1 2025 and has held it in 6 quarters since.
Cardinal Point Capital Management's Brookfield Business Corp Class A Subordinate Voting Shares position peaked at $11.1M in Q1 2026.
10 funds tracked by Wall St. Rank held Brookfield Business Corp Class A Subordinate Voting Shares as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.