Cardinal Point Capital Management’s Brookfield BN Stock Holding History

Cardinal Point Capital 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
2026 Q2	$2.21M	Sell	52,006 -100	-0.2%	-$4.47K	0.13%	85
2026 Q1	$2.11M	Hold	52,106	–	–	0.13%	82
2025 Q4	$2.4M	Sell	52,106 -687	-1%	-$31.3K	0.16%	71
2025 Q3	$2.41M	Sell	52,793 -787	-1%	-$34.9K	0.17%	70
2025 Q2	$2.21M	Sell	53,580 -27	-0.1%	-$1K	0.17%	70
2025 Q1	$1.87M	Buy	+53,607	New	+$2.03M	0.17%	68

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Cardinal Point Capital Management reduced its Brookfield (BN) stake by 0.19% in Q2 2026, selling an estimated $4.47K and leaving 52,006 shares worth $2.21M. The position accounts for 0.13% of the portfolio, ranked #85.

Cardinal Point Capital Management first reported a position in BN in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.41M in Q3 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Cardinal Point Capital Management held 52,006 shares of Brookfield worth $2.21M as of Q2 2026.
Cardinal Point Capital Management sold 100 Brookfield shares in Q2 2026, an estimated $4.47K.
Brookfield made up 0.13% of Cardinal Point Capital Management's portfolio in Q2 2026, its #85 holding.
Cardinal Point Capital Management first reported a position in Brookfield in Q1 2025 and has held it in 6 quarters since.
Cardinal Point Capital Management's Brookfield position peaked at $2.41M in Q3 2025.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

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