Covestor’s Brookfield BN Stock Holding History

Covestor’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 Q1	$1K	Hold	33	–	–	﹤0.01%	1979
2025 Q4	$2K	Hold	33	–	–	﹤0.01%	1896
2025 Q3	$2K	Hold	33	–	–	﹤0.01%	1919
2025 Q2	$1K	Hold	33	–	–	﹤0.01%	1943
2025 Q1	$1K	Hold	33	–	–	﹤0.01%	1929
2024 Q4	$1K	Buy	33 +6	+22%	+$226	﹤0.01%	1988
2024 Q3	$1K	Hold	27	–	–	﹤0.01%	1906
2024 Q2	$1K	Hold	27	–	–	﹤0.01%	1938
2024 Q1	$1K	Hold	27	–	–	﹤0.01%	1913
2023 Q4	$1K	Buy	27 +6	+29%	+$136	﹤0.01%	1926
2023 Q3	$0	Hold	21	–	–	﹤0.01%	2137
2023 Q2	$0	Buy	+21	New	+$445	﹤0.01%	2148
2023 Q1	–	Sell	-1,322	Closed	-$28K	–	2039
2022 Q4	$28K	Buy	+1,322	New	+$29.6K	0.02%	929

Other funds holding BN

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return