CFGS
BBU

Concourse Financial Group Securities’s Brookfield Business Partners BBU Stock Holding History

Concourse Financial Group Securities’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6
Closed -$129 – 186
2024
Q4 		$129 Buy
+6
New +$143 ﹤0.01% 2206

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
PIC
PCJ Investment Counsel Toronto, Ontario, Canada $348M AUM 54.69% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Concourse Financial Group Securities's BBU Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Brookfield Business Partners (BBU) in Q1 2025, closing a stake of 6 shares — an estimated $129 sold.

Concourse Financial Group Securities first reported a position in BBU in Q4 2024 and held it in 1 quarter. The position peaked at $129 in Q4 2024. 60 funds tracked by Wall St. Rank hold BBU as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Brookfield Business Partners position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 6 Brookfield Business Partners shares in Q1 2025, an estimated $129.
  • Concourse Financial Group Securities first reported a position in Brookfield Business Partners in Q4 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's Brookfield Business Partners position peaked at $129 in Q4 2024.
  • 60 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.