CIBC Private Wealth Group
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CIBC Private Wealth Group’s Brookfield BN Stock Holding History

CIBC Private Wealth Group’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 		$171M Sell
3,735,465
-567
-0% -$25.9K 0.29% 91
2025
Q3 		$171M Buy
3,736,032
+7,773
+0.2% +$344K 0.29% 91
2025
Q2 		$154M Buy
3,728,259
+20,251
+0.5% +$750K 0.27% 97
2025
Q1 		$110M Buy
3,708,008
+93,891
+3% +$3.55M 0.23% 102
2024
Q4 		$141M Sell
3,614,117
-25,591
-0.7% -$964K 0.26% 97
2024
Q3 		$129M Sell
3,639,708
-78,053
-2% -$2.46M 0.23% 101
2024
Q2 		$106M Sell
3,717,761
-15,087
-0.4% -$420K 0.2% 117
2024
Q1 		$103M Sell
3,732,848
-47,052
-1% -$1.27M 0.2% 117
2023
Q4 		$101M Sell
3,779,900
-45,105
-1% -$1.02M 0.21% 109
2023
Q3 		$79.7M Sell
3,825,005
-377,224
-9% -$8.5M 0.19% 116
2023
Q2 		$94.3M Buy
4,202,229
+287,419
+7% +$6.09M 0.21% 111
2023
Q1 		$85.1M Buy
3,914,810
+180,896
+5% +$4.07M 0.19% 116
2022
Q4 		$18M Buy
3,733,914
+550,080
+17% +$12.3M 0.06% 203
2022
Q3 		$70.2M Buy
3,183,834
+31,701
+1% +$821K 0.19% 117
2022
Q2 		$75.5M Buy
3,152,133
+152,175
+5% +$4.07M 0.2% 112
2022
Q1 		$91.5M Buy
2,999,958
+141,260
+5% +$4.22M 0.2% 109
2021
Q4 		$93M Buy
2,858,698
+103,045
+4% +$3.26M 0.19% 117
2021
Q3 		$79.5M Buy
2,755,653
+32,590
+1% +$951K 0.18% 113
2021
Q2 		$74.8M Buy
2,723,063
+129,450
+5% +$3.32M 0.17% 124
2021
Q1 		$61.8M Buy
2,593,613
+124,168
+5% +$2.77M 0.16% 136
2020
Q4 		$54.5M Buy
2,469,445
+38,513
+2% +$771K 0.14% 135
2020
Q3 		$43M Buy
2,430,932
+2,002,514
+467% +$35.8M 0.13% 138
2020
Q2 		$7.54M Sell
428,418
-5,996,141
-93% -$105M 0.04% 268
2020
Q1 		$101M Sell
6,424,559
-1,669,946
-21% -$34.4M 0.44% 63
2019
Q4 		$167M Buy
8,094,505
+3,995,663
+97% +$79.7M 0.54% 54
2019
Q3 		$77.6M Buy
4,098,842
+904,385
+28% +$16.4M 0.27% 99
2019
Q2 		$54.5M Sell
3,194,457
-38,103
-1% -$645K 0.19% 124
2019
Q1 		$53.8M Sell
3,232,560
-5,429
-0.2% -$84.5K 0.21% 124
2018
Q4 		$44.3M Sell
3,237,989
-23,363
-0.7% -$349K 0.2% 131
2018
Q3 		$51.8M Sell
3,261,352
-75,610
-2% -$1.15M 0.2% 133
2018
Q2 		$48.3M Buy
3,336,962
+39,695
+1% +$567K 0.2% 136
2018
Q1 		$45.9M Sell
3,297,267
-41,418
-1% -$600K 0.2% 131
2017
Q4 		$51.9M Sell
3,338,685
-61,896
-2% -$935K 0.22% 125
2017
Q3 		$50.1M Buy
3,400,581
+3,204,875
+1,638% +$45M 0.23% 126
2017
Q2 		$2.74M Sell
195,706
-5,953
-3% -$80.1K 0.02% 347
2017
Q1 		$2.62M Sell
201,659
-752
-0.4% -$9.53K 0.02% 338
2016
Q4 		$2.38M Buy
202,411
+18,852
+10% +$230K 0.02% 344
2016
Q3 		$2.3M Hold
183,559
– – 0.02% 347
2016
Q2 		$2.17M Sell
183,559
-5,819
-3% -$69.6K 0.02% 357
2016
Q1 		$2.31M Sell
189,378
-39,724
-17% -$428K 0.02% 333
2015
Q4 		$2.54M Buy
229,102
+82,865
+57% +$972K 0.02% 334
2015
Q3 		$1.61M Sell
146,237
-570
-0.4% -$6.65K 0.01% 382
2015
Q2 		$1.8M Sell
146,807
-4,130
-3% -$52.6K 0.01% 388
2015
Q1 		$1.89M Buy
+150,937
New +$1.87M 0.01% 384

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

CIBC Private Wealth Group's BN Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Brookfield (BN) stake by 0.02% in Q4 2025, selling an estimated $25.9K and leaving 3,735,465 shares worth $171M. The position accounts for 0.29% of the portfolio, ranked #91.

CIBC Private Wealth Group first reported a position in BN in Q1 2015 and has held it in 44 quarters since. 936 funds tracked by Wall St. Rank hold BN as of Q4 2025.

  • CIBC Private Wealth Group held 3,735,465 shares of Brookfield worth $171M as of Q4 2025.
  • CIBC Private Wealth Group sold 567 Brookfield shares in Q4 2025, an estimated $25.9K.
  • Brookfield made up 0.29% of CIBC Private Wealth Group's portfolio in Q4 2025, its #91 holding.
  • CIBC Private Wealth Group first reported a position in Brookfield in Q1 2015 and has held it in 44 quarters since.
  • 936 funds tracked by Wall St. Rank held Brookfield as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.