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 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

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

Cornerstone Planning Group's BN Position: Q2 2026 in Review

Cornerstone Planning Group increased its Brookfield (BN) stake by 4.1% in Q2 2026, buying an estimated $581 and bringing the position to 332 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Cornerstone Planning Group first reported a position in BN in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.6K in Q1 2026. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Cornerstone Planning Group held 332 shares of Brookfield worth $13.9K as of Q2 2026.
Cornerstone Planning Group bought 13 Brookfield shares in Q2 2026, an estimated $581.
Brookfield made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #788 holding.
Cornerstone Planning Group first reported a position in Brookfield in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's Brookfield position peaked at $14.6K in Q1 2026.
941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.