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 Q3	$179	Hold	4	–	–	﹤0.01%	1274
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

DiNuzzo Private Wealth's BN Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Brookfield (BN) position steady in Q3 2026 at 4 shares worth $179. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

DiNuzzo Private Wealth first reported a position in BN in Q2 2024 and has held it in 10 quarters since. The position peaked at $241 in Q3 2025. 185 funds tracked by Wall St. Rank hold BN as of Q3 2026.

DiNuzzo Private Wealth held 4 shares of Brookfield worth $179 as of Q3 2026.
DiNuzzo Private Wealth left its Brookfield share count unchanged in Q3 2026.
Brookfield made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1274 holding.
DiNuzzo Private Wealth first reported a position in Brookfield in Q2 2024 and has held it in 10 quarters since.
DiNuzzo Private Wealth's Brookfield position peaked at $241 in Q3 2025.
185 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.