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CVA Family Office’s Brookfield BN Stock Holding History

CVA Family Office’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 		$31.9K Hold
748
– – ﹤0.01% 701
2026
Q1 		$30.3K Buy
748
+328
+78% +$14.5K ﹤0.01% 701
2025
Q4 		$19.3K Hold
420
– – ﹤0.01% 701
2025
Q3 		$19.2K Hold
420
– – ﹤0.01% 702
2025
Q2 		$17.3K Hold
420
– – ﹤0.01% 719
2025
Q1 		$14.7K Sell
420
-68
-14% -$2.57K ﹤0.01% 734
2024
Q4 		$18.7K Hold
488
– – ﹤0.01% 692
2024
Q3 		$17.3K Hold
488
– – ﹤0.01% 678
2024
Q2 		$13.5K Hold
488
– – ﹤0.01% 695
2024
Q1 		$13.6K Hold
488
– – ﹤0.01% 705
2023
Q4 		$13K Buy
+488
New +$11.1K ﹤0.01% 683
2023
Q3 		– Sell
-443
Closed -$9.93K – 321
2023
Q2 		$9.93K Buy
+443
New +$9.39K ﹤0.01% 725

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CVA Family Office's BN Position: Q2 2026 in Review

CVA Family Office held its Brookfield (BN) position steady in Q2 2026 at 748 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

CVA Family Office first reported a position in BN in Q2 2023 and has held it in 12 quarters since. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • CVA Family Office held 748 shares of Brookfield worth $31.9K as of Q2 2026.
  • CVA Family Office left its Brookfield share count unchanged in Q2 2026.
  • Brookfield made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #701 holding.
  • CVA Family Office first reported a position in Brookfield in Q2 2023 and has held it in 12 quarters since.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.