Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Brookfield BN Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-9,375
Closed -$430K – 1308
2025
Q4 		$430K Sell
9,375
-443
-5% -$20.2K ﹤0.01% 1120
2025
Q3 		$449K Sell
9,818
-3,565
-27% -$158K ﹤0.01% 1075
2025
Q2 		$552K Buy
13,383
+7,129
+114% +$264K ﹤0.01% 1053
2025
Q1 		$218K Sell
6,254
-7,921
-56% -$299K ﹤0.01% 1462
2024
Q4 		$543K Buy
14,175
+622
+5% +$23.4K ﹤0.01% 1204
2024
Q3 		$480K Sell
13,553
-2,815
-17% -$88.8K ﹤0.01% 1226
2024
Q2 		$453K Sell
16,368
-686
-4% -$19.1K ﹤0.01% 1181
2024
Q1 		$476K Buy
17,054
+1,419
+9% +$38.3K ﹤0.01% 1142
2023
Q4 		$419K Sell
15,635
-43,773
-74% -$994K ﹤0.01% 1125
2023
Q3 		$1.24M Buy
+59,408
New +$1.34M 0.01% 692

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Envestnet Portfolio Solutions's BN Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Brookfield (BN) in Q1 2026, closing a stake of 9,375 shares — an estimated $430K sold.

Envestnet Portfolio Solutions first reported a position in BN in Q3 2023 and held it in 10 quarters. The position peaked at $1.24M in Q3 2023. 917 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 9,375 Brookfield shares in Q1 2026, an estimated $430K.
  • Envestnet Portfolio Solutions first reported a position in Brookfield in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's Brookfield position peaked at $1.24M in Q3 2023.
  • 917 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.