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Curated Wealth Partners’s Brookfield BN Stock Holding History

Curated Wealth Partners’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 		$200K Buy
200,000
+194,003
+3,235% +$8.67M 0.03% 510
2026
Q1 		$243K Sell
5,997
-2,105
-26% -$93.3K 0.03% 187
2025
Q4 		$372K Buy
+8,102
New +$369K 0.04% 139

Other funds holding BN

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

Curated Wealth Partners's BN Position: Q2 2026 in Review

Curated Wealth Partners increased its Brookfield (BN) stake by 3,235% in Q2 2026, buying an estimated $8.67M and bringing the position to 200,000 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #510.

Curated Wealth Partners first reported a position in BN in Q4 2025 and has held it in 3 quarters since. The position peaked at $372K in Q4 2025. 288 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Curated Wealth Partners held 200,000 shares of Brookfield worth $200K as of Q2 2026.
  • Curated Wealth Partners bought 194,003 Brookfield shares in Q2 2026, an estimated $8.67M.
  • Brookfield made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #510 holding.
  • Curated Wealth Partners first reported a position in Brookfield in Q4 2025 and has held it in 3 quarters since.
  • Curated Wealth Partners's Brookfield position peaked at $372K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.