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Congress Wealth Management’s Brookfield BN Stock Holding History

Congress 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
2025
Q2 		$1.62M Buy
39,324
+14,178
+56% +$525K 0.02% 595
2025
Q1 		$880K Buy
25,146
+669
+3% +$25.3K 0.01% 664
2024
Q4 		$937K Sell
24,477
-8,100
-25% -$305K 0.01% 530
2024
Q3 		$1.15M Buy
32,577
+24,477
+302% +$773K 0.02% 498
2024
Q2 		$224K Buy
+8,100
New +$226K ﹤0.01% 677

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Congress Wealth Management's BN Position: Q2 2025 in Review

Congress Wealth Management increased its Brookfield (BN) stake by 56% in Q2 2025, buying an estimated $525K and bringing the position to 39,324 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #595.

Congress Wealth Management first reported a position in BN in Q2 2024 and has held it in 5 quarters since. 855 funds tracked by Wall St. Rank hold BN as of Q2 2025.

  • Congress Wealth Management held 39,324 shares of Brookfield worth $1.62M as of Q2 2025.
  • Congress Wealth Management bought 14,178 Brookfield shares in Q2 2025, an estimated $525K.
  • Brookfield made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #595 holding.
  • Congress Wealth Management first reported a position in Brookfield in Q2 2024 and has held it in 5 quarters since.
  • 855 funds tracked by Wall St. Rank held Brookfield as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.