Carson Wealth (CWM LLC)
BBUC

Carson Wealth (CWM LLC)’s Brookfield Business Corp Class A Subordinate Voting Shares BBUC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$56.7K Sell
1,791
-2
-0.1% -$69 ﹤0.01% 3721
2025
Q4 		$64K Buy
1,793
+231
+15% +$8.09K ﹤0.01% 3414
2025
Q3 		$52K Buy
1,562
+386
+33% +$12.5K ﹤0.01% 3494
2025
Q2 		$37K Buy
1,176
+238
+25% +$6.5K ﹤0.01% 3490
2025
Q1 		$25K Buy
938
+126
+16% +$3.2K ﹤0.01% 3503
2024
Q4 		$20K Buy
812
+21
+3% +$536 ﹤0.01% 3426
2024
Q3 		$20K Buy
791
+137
+21% +$3.02K ﹤0.01% 3342
2024
Q2 		$13K Sell
654
-198
-23% -$4.13K ﹤0.01% 3370
2024
Q1 		$21K Buy
852
+264
+45% +$6.11K ﹤0.01% 2856
2023
Q4 		$14K Buy
588
+431
+275% +$7.74K ﹤0.01% 2970
2023
Q3 		$3K Buy
157
+121
+336% +$2.32K ﹤0.01% 3631
2023
Q2 		$1K Buy
+36
New +$722 ﹤0.01% 3907

Other funds holding BBUC

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
PIC
PCJ Investment Counsel Toronto, Ontario, Canada $348M AUM 54.69% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Carson Wealth (CWM LLC)'s BBUC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Brookfield Business Corp Class A Subordinate Voting Shares (BBUC) stake by 0.11% in Q1 2026, selling an estimated $69 and leaving 1,791 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3721.

Carson Wealth (CWM LLC) first reported a position in BBUC in Q2 2023 and has held it in 12 quarters since. The position peaked at $64K in Q4 2025. 142 funds tracked by Wall St. Rank hold BBUC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,791 shares of Brookfield Business Corp Class A Subordinate Voting Shares worth $56.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2 Brookfield Business Corp Class A Subordinate Voting Shares shares in Q1 2026, an estimated $69.
  • Brookfield Business Corp Class A Subordinate Voting Shares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3721 holding.
  • Carson Wealth (CWM LLC) first reported a position in Brookfield Business Corp Class A Subordinate Voting Shares in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Brookfield Business Corp Class A Subordinate Voting Shares position peaked at $64K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Brookfield Business Corp Class A Subordinate Voting Shares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.