EWA
BBUC

EverSource Wealth Advisors’s Brookfield Business Corp Class A Subordinate Voting Shares BBUC Stock Holding History

EverSource Wealth Advisors’s Portfolio BBUC Stock Details BBUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.63K Sell
178
-370
-68% -$12.7K ﹤0.01% 3214
2025
Q4 		$19.7K Buy
548
+343
+167% +$12K ﹤0.01% 2394
2025
Q3 		$6.87K Buy
205
+69
+51% +$2.23K ﹤0.01% 3005
2025
Q2 		$4.24K Buy
136
+112
+467% +$3.06K ﹤0.01% 3228
2025
Q1 		$639 Buy
24
+17
+243% +$432 ﹤0.01% 3377
2024
Q4 		$170 Buy
+7
New +$179 ﹤0.01% 3462

Other funds holding BBUC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
PIC
PCJ Investment Counsel Toronto, Ontario, Canada $352M AUM 68.32% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EverSource Wealth Advisors's BBUC Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Brookfield Business Corp Class A Subordinate Voting Shares (BBUC) stake by 68% in Q1 2026, selling an estimated $12.7K and leaving 178 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #3214.

EverSource Wealth Advisors first reported a position in BBUC in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.7K in Q4 2025. 142 funds tracked by Wall St. Rank hold BBUC as of Q1 2026.

  • EverSource Wealth Advisors held 178 shares of Brookfield Business Corp Class A Subordinate Voting Shares worth $5.63K as of Q1 2026.
  • EverSource Wealth Advisors sold 370 Brookfield Business Corp Class A Subordinate Voting Shares shares in Q1 2026, an estimated $12.7K.
  • Brookfield Business Corp Class A Subordinate Voting Shares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3214 holding.
  • EverSource Wealth Advisors first reported a position in Brookfield Business Corp Class A Subordinate Voting Shares in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Brookfield Business Corp Class A Subordinate Voting Shares position peaked at $19.7K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Brookfield Business Corp Class A Subordinate Voting Shares as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.