Creative Planning’s Brookfield Business Corp Class A Subordinate Voting Shares BBUC Stock Holding History

Creative Planning’s Portfolio BBUC Stock Details BBUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.26M	Sell	75,833 -8,038	-10%	-$266K	﹤0.01%	1986
2026 Q1	$2.65M	Sell	83,871 -9,648	-10%	-$332K	﹤0.01%	1680
2025 Q4	$3.36M	Buy	93,519 +697	+0.8%	+$24.4K	﹤0.01%	1303
2025 Q3	$3.11M	Buy	92,822 +11,796	+15%	+$382K	﹤0.01%	1192
2025 Q2	$2.53M	Buy	81,026 +13,447	+20%	+$367K	﹤0.01%	1150
2025 Q1	$1.8M	Buy	67,579 +9,543	+16%	+$243K	﹤0.01%	1253
2024 Q4	$1.41M	Buy	58,036 +10,357	+22%	+$264K	﹤0.01%	1381
2024 Q3	$1.21M	Buy	47,679 +19,802	+71%	+$437K	﹤0.01%	1382
2024 Q2	$569K	Buy	27,877 +17,124	+159%	+$357K	﹤0.01%	1842
2024 Q1	$260K	Buy	+10,753	New	+$249K	﹤0.01%	2367

Other funds holding BBUC

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Creative Planning's BBUC Position: Q2 2026 in Review

Creative Planning reduced its Brookfield Business Corp Class A Subordinate Voting Shares (BBUC) stake by 9.6% in Q2 2026, selling an estimated $266K and leaving 75,833 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

Creative Planning first reported a position in BBUC in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.36M in Q4 2025. 149 funds tracked by Wall St. Rank hold BBUC as of Q2 2026.

Creative Planning held 75,833 shares of Brookfield Business Corp Class A Subordinate Voting Shares worth $2.26M as of Q2 2026.
Creative Planning sold 8,038 Brookfield Business Corp Class A Subordinate Voting Shares shares in Q2 2026, an estimated $266K.
Brookfield Business Corp Class A Subordinate Voting Shares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1986 holding.
Creative Planning first reported a position in Brookfield Business Corp Class A Subordinate Voting Shares in Q1 2024 and has held it in 10 quarters since.
Creative Planning's Brookfield Business Corp Class A Subordinate Voting Shares position peaked at $3.36M in Q4 2025.
149 funds tracked by Wall St. Rank held Brookfield Business Corp Class A Subordinate Voting Shares as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.