DWM
BN icon

Ducere Wealth Management’s Brookfield BN Stock Holding History

Ducere 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
Q2 		$203K Buy
+4,767
New +$213K 0.06% 131
2026
Q1 		– Sell
-4,742
Closed -$218K – 130
2025
Q4 		$218K Buy
+4,742
New +$216K 0.08% 122

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

Ducere Wealth Management's BN Position: Q2 2026 in Review

Ducere Wealth Management opened a new position in Brookfield (BN) in Q2 2026: 4,767 shares worth $203K. The stake represents 0.06% of the portfolio and ranks #131 among its holdings. This is a return to the name: Ducere Wealth Management previously reported a position in BN as recently as Q4 2025.

Ducere Wealth Management first reported a position in BN in Q4 2025 and has held it in 2 quarters since. The position peaked at $218K in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Ducere Wealth Management held 4,767 shares of Brookfield worth $203K as of Q2 2026.
  • Brookfield was a new Ducere Wealth Management position in Q2 2026.
  • Brookfield made up 0.06% of Ducere Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Ducere Wealth Management first reported a position in Brookfield in Q4 2025 and has held it in 2 quarters since.
  • Ducere Wealth Management's Brookfield position peaked at $218K in Q4 2025.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.