Diversify Wealth Management’s Brookfield BN Stock Holding History

Diversify Wealth Management’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 Q1	$471K	Buy	10,921 +5,071	+87%	+$225K	0.01%	830
2025 Q4	$277K	Sell	5,850 -3,728	-39%	-$170K	0.01%	538
2025 Q3	$294K	Buy	9,578 +2,561	+36%	+$113K	0.02%	459
2025 Q2	$307K	Sell	7,017 -983	-12%	-$36.4K	0.02%	454
2025 Q1	$286K	Sell	8,000 -1,323	-14%	-$50K	0.02%	443
2024 Q4	$341K	Sell	9,323 -1,249	-12%	-$47.1K	0.03%	416
2024 Q3	$381K	Sell	10,572 -1,004	-9%	-$31.7K	0.04%	357
2024 Q2	$338K	Buy	+11,576	New	+$322K	0.04%	340

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Diversify Wealth Management's BN Position: Q1 2026 in Review

Diversify Wealth Management increased its Brookfield (BN) stake by 87% in Q1 2026, buying an estimated $225K and bringing the position to 10,921 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #830.

Diversify Wealth Management first reported a position in BN in Q2 2024 and has held it in 8 quarters since. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Diversify Wealth Management held 10,921 shares of Brookfield worth $471K as of Q1 2026.
Diversify Wealth Management bought 5,071 Brookfield shares in Q1 2026, an estimated $225K.
Brookfield made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #830 holding.
Diversify Wealth Management first reported a position in Brookfield in Q2 2024 and has held it in 8 quarters since.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.