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 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 $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Catalyst Financial Partners's BN Position: Q1 2026 in Review

Catalyst Financial Partners increased its Brookfield (BN) stake by 12% in Q1 2026, buying an estimated $45.9K and bringing the position to 9,940 shares worth $402K. The position accounts for 0.05% of the portfolio, ranked #235.

Catalyst Financial Partners first reported a position in BN in Q4 2023 and has held it in 10 quarters since. The position peaked at $409K in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Catalyst Financial Partners held 9,940 shares of Brookfield worth $402K as of Q1 2026.
Catalyst Financial Partners bought 1,036 Brookfield shares in Q1 2026, an estimated $45.9K.
Brookfield made up 0.05% of Catalyst Financial Partners's portfolio in Q1 2026, its #235 holding.
Catalyst Financial Partners first reported a position in Brookfield in Q4 2023 and has held it in 10 quarters since.
Catalyst Financial Partners's Brookfield position peaked at $409K in Q4 2025.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.