Creative Financial Designs’s Brookfield BN Stock Holding History

Creative Financial Designs’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	$2.85K	Sell	67 -1	-1%	-$45	﹤0.01%	1844
2026 Q1	$2.75K	Sell	68 -23	-25%	-$1.02K	﹤0.01%	1723
2025 Q4	$4.18K	Buy	91 +5	+6%	+$228	﹤0.01%	1547
2025 Q3	$3.91K	Buy	86 +18	+26%	+$798	﹤0.01%	1583
2025 Q2	$2.78K	Hold	68	–	–	﹤0.01%	1633
2025 Q1	$2.36K	Hold	68	–	–	﹤0.01%	1640
2024 Q4	$2.58K	Hold	68	–	–	﹤0.01%	1547
2024 Q3	$2.39K	Hold	68	–	–	﹤0.01%	1508
2024 Q2	$1.87K	Hold	68	–	–	﹤0.01%	1488
2024 Q1	$1.88K	Hold	68	–	–	﹤0.01%	1490
2023 Q4	$1.8K	Hold	68	–	–	﹤0.01%	1443
2023 Q3	$1.41K	Hold	68	–	–	﹤0.01%	1375
2023 Q2	$1.51K	Hold	68	–	–	﹤0.01%	1340
2023 Q1	$1.47K	Hold	68	–	–	﹤0.01%	1280
2022 Q4	$1.42K	Sell	68 -15	-18%	-$336	﹤0.01%	1186
2022 Q3	$2K	Hold	83	–	–	﹤0.01%	1155
2022 Q2	$2K	Hold	83	–	–	﹤0.01%	1112
2022 Q1	$3K	Hold	83	–	–	﹤0.01%	1111
2021 Q4	$3K	Hold	83	–	–	﹤0.01%	1075
2021 Q3	$2K	Hold	83	–	–	﹤0.01%	1288
2021 Q2	$2K	Sell	83 -1	-1%	-$26	﹤0.01%	1305
2021 Q1	$2K	Hold	84	–	–	﹤0.01%	1193
2020 Q4	$2K	Hold	84	–	–	﹤0.01%	1110
2020 Q3	$1K	Hold	84	–	–	﹤0.01%	1135
2020 Q2	$1K	Buy	+84	New	+$1.48K	﹤0.01%	1081
2018 Q4	–	Sell	-84	Closed	-$1K	–	599
2018 Q3	$1K	Hold	84	–	–	﹤0.01%	678
2018 Q2	$1K	Hold	84	–	–	﹤0.01%	688
2018 Q1	$1K	Hold	84	–	–	﹤0.01%	640
2017 Q4	$1K	Hold	84	–	–	﹤0.01%	634
2017 Q3	$1K	Hold	84	–	–	﹤0.01%	668
2017 Q2	$1K	Hold	84	–	–	﹤0.01%	681
2017 Q1	$1K	Hold	84	–	–	﹤0.01%	637
2016 Q4	$1K	Buy	+84	New	+$1.02K	﹤0.01%	632

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

Creative Financial Designs's BN Position: Q2 2026 in Review

Creative Financial Designs reduced its Brookfield (BN) stake by 1.5% in Q2 2026, selling an estimated $45 and leaving 67 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Creative Financial Designs first reported a position in BN in Q4 2016 and has held it in 33 quarters since. The position peaked at $4.18K in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Creative Financial Designs held 67 shares of Brookfield worth $2.85K as of Q2 2026.
Creative Financial Designs sold 1 Brookfield share in Q2 2026, an estimated $45.
Brookfield made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1844 holding.
Creative Financial Designs first reported a position in Brookfield in Q4 2016 and has held it in 33 quarters since.
Creative Financial Designs's Brookfield position peaked at $4.18K in Q4 2025.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.