Cornerstone Planning Group’s Brookfield BN Stock Holding History

Cornerstone Planning 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
2026 Q3	–	Sell	-332	Closed	-$13.9K	–	359
2026 Q2	$13.9K	Buy	332 +13	+4%	+$581	﹤0.01%	788
2026 Q1	$14.6K	Buy	319 +25	+9%	+$1.11K	﹤0.01%	778
2025 Q4	$13.8K	Sell	294 -65	-18%	-$2.96K	﹤0.01%	700
2025 Q3	$10.9K	Buy	359 +119	+50%	+$5.27K	﹤0.01%	753
2025 Q2	$10.7K	Buy	240 +108	+82%	+$4K	﹤0.01%	542
2025 Q1	$4.49K	Sell	132 -9	-6%	-$340	﹤0.01%	765
2024 Q4	$5.65K	Hold	141	–	–	﹤0.01%	554
2024 Q3	$5.04K	Buy	141 +33	+31%	+$1.04K	﹤0.01%	566
2024 Q2	$3.15K	Buy	+108	New	+$3.01K	﹤0.01%	670

Other funds holding BN

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Cornerstone Planning Group's BN Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Brookfield (BN) in Q3 2026, closing a stake of 332 shares — an estimated $13.9K sold.

Cornerstone Planning Group first reported a position in BN in Q2 2024 and held it in 9 quarters. The position peaked at $14.6K in Q1 2026. 174 funds tracked by Wall St. Rank hold BN as of Q3 2026.

Cornerstone Planning Group reported no remaining Brookfield position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 332 Brookfield shares in Q3 2026, an estimated $13.9K.
Cornerstone Planning Group first reported a position in Brookfield in Q2 2024 and held it in 9 quarters.
Cornerstone Planning Group's Brookfield position peaked at $14.6K in Q1 2026.
174 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.