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Carolina Wealth Advisors’s Brookfield BN Stock Holding History

Carolina Wealth Advisors’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
Q4 		– Sell
-356
Closed -$16.3K – 274
2025
Q3 		$16.3K Hold
356
– – 0.01% 151
2025
Q2 		$14.7K Hold
356
– – 0.01% 132
2025
Q1 		$12.4K Hold
356
– – 0.01% 127
2024
Q4 		$13.6K Hold
356
– – 0.01% 137
2024
Q3 		$12.6K Buy
+356
New +$11.2K 0.01% 158

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
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Carolina Wealth Advisors's BN Position: Q4 2025 in Review

Carolina Wealth Advisors sold out of Brookfield (BN) in Q4 2025, closing a stake of 356 shares — an estimated $16.3K sold.

Carolina Wealth Advisors first reported a position in BN in Q3 2024 and held it in 5 quarters. The position peaked at $16.3K in Q3 2025. 936 funds tracked by Wall St. Rank hold BN as of Q4 2025.

  • Carolina Wealth Advisors reported no remaining Brookfield position as of Q4 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 356 Brookfield shares in Q4 2025, an estimated $16.3K.
  • Carolina Wealth Advisors first reported a position in Brookfield in Q3 2024 and held it in 5 quarters.
  • Carolina Wealth Advisors's Brookfield position peaked at $16.3K in Q3 2025.
  • 936 funds tracked by Wall St. Rank held Brookfield as of Q4 2025.

Based on Carolina Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.