DiNuzzo Private Wealth’s Brookfield BN Stock Holding History

DiNuzzo Private Wealth’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	$180	Hold	4	–	–	﹤0.01%	1259
2026 Q1	$178	Hold	4	–	–	﹤0.01%	1247
2025 Q4	$210	Sell	4 -2	-33%	-$91	﹤0.01%	1259
2025 Q3	$241	Hold	6	–	–	﹤0.01%	1245
2025 Q2	$222	Hold	6	–	–	﹤0.01%	1228
2025 Q1	$194	Hold	6	–	–	﹤0.01%	1243
2024 Q4	$217	Hold	6	–	–	﹤0.01%	1260
2024 Q3	$190	Hold	6	–	–	﹤0.01%	1303
2024 Q2	$153	Buy	+6	New	+$167	﹤0.01%	1301

Other funds holding BN

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Manitou Investment Management Toronto, Ontario, Canada $538M AUM 13.79% 1-Year Est. Return