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Commonwealth Retirement Investments’s Brookfield BN Stock Holding History

Commonwealth Retirement Investments’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 		$41.1K Buy
+966
New +$43.2K 0.01% 190
2026
Q1 		– Sell
-966
Closed -$44.3K – 160
2025
Q4 		$44.3K Buy
+966
New +$44K 0.01% 186

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Commonwealth Retirement Investments's BN Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in Brookfield (BN) in Q2 2026: 966 shares worth $41.1K. The stake represents 0.01% of the portfolio and ranks #190 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in BN as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in BN in Q4 2025 and has held it in 2 quarters since. The position peaked at $44.3K in Q4 2025. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Commonwealth Retirement Investments held 966 shares of Brookfield worth $41.1K as of Q2 2026.
  • Brookfield was a new Commonwealth Retirement Investments position in Q2 2026.
  • Brookfield made up 0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #190 holding.
  • Commonwealth Retirement Investments first reported a position in Brookfield in Q4 2025 and has held it in 2 quarters since.
  • Commonwealth Retirement Investments's Brookfield position peaked at $44.3K in Q4 2025.
  • 944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.