Circle Wealth Management’s Brookfield BN Stock Holding History

Circle Wealth Management’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	$879K	Buy	+20,600	New	+$921K	0.01%	164

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

Circle Wealth Management's BN Position: Q2 2026 in Review

Circle Wealth Management opened a new position in Brookfield (BN) in Q2 2026: 20,600 shares worth $879K. The stake represents 0.01% of the portfolio and ranks #164 among its holdings.

940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Circle Wealth Management held 20,600 shares of Brookfield worth $879K as of Q2 2026.
Brookfield was a new Circle Wealth Management position in Q2 2026.
Brookfield made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #164 holding.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.