Catalyst Financial Partners’s Brookfield BN Stock Holding History

Catalyst Financial Partners’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	$398K	Sell	9,351 -589	-6%	-$26.3K	0.04%	264
2026 Q1	$402K	Buy	9,940 +1,036	+12%	+$45.9K	0.05%	235
2025 Q4	$409K	Sell	8,904 -3	-0%	-$137	0.05%	210
2025 Q3	$407K	Hold	8,907	–	–	0.05%	196
2025 Q2	$367K	Hold	8,907	–	–	0.04%	206
2025 Q1	$311K	Sell	8,907 -47	-0.5%	-$1.78K	0.06%	210
2024 Q4	$343K	Hold	8,954	–	–	0.06%	191
2024 Q3	$317K	Sell	8,954 -28	-0.3%	-$884	0.06%	193
2024 Q2	$249K	Buy	8,982 +28	+0.3%	+$780	0.05%	212
2024 Q1	$233K	Buy	8,954 +956	+12%	+$25.8K	0.06%	203
2023 Q4	$214K	Buy	+7,998	New	+$182K	0.06%	207

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

Catalyst Financial Partners's BN Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Brookfield (BN) stake by 5.9% in Q2 2026, selling an estimated $26.3K and leaving 9,351 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #264.

Catalyst Financial Partners first reported a position in BN in Q4 2023 and has held it in 11 quarters since. The position peaked at $409K in Q4 2025. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Catalyst Financial Partners held 9,351 shares of Brookfield worth $398K as of Q2 2026.
Catalyst Financial Partners sold 589 Brookfield shares in Q2 2026, an estimated $26.3K.
Brookfield made up 0.04% of Catalyst Financial Partners's portfolio in Q2 2026, its #264 holding.
Catalyst Financial Partners first reported a position in Brookfield in Q4 2023 and has held it in 11 quarters since.
Catalyst Financial Partners's Brookfield position peaked at $409K in Q4 2025.
941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.